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The right Meeting Agenda sets up the relationship forever

Useful Tools to put in your case...

tools_img.jpgThere are several pages within the Tools section (check the drop-down boxes on the nav bar under the TOOLS tab)...

The purpose of this area is to provide useful and practical tools and information for New Zealand financial advisers.  

Most coaching material created by Strictly Business is for clients of course, so for access to ALL templates, guides & resources you might wish to become a Subscriber to the Adviser Library.

To find something in particular on the website:

Coaching and mentoring for financial advice professionals is what Strictly Business Ltd & Tony Vidler do mostly, and best.

A key element in building a successsful practice that is often overlooked is having a business mentor or advisory board member to your professional financial services firm who can enhance the governance, business processes and strategic thinking capacity - all of which add real long term business value to a practice.

At individual adviser level significant value can be created through coaching and mentoring sales process, sales skills, or delivering sales training and providing guidance to financial advisers that builds better performance, client satisfaction and sales results.  

Genuine and unique expertise is delivered by Tony Vidler in the areas of defining value proposition (or USP); branding of both the individual financial adviser and/or the financial planning or financial advice practice; engagement marketing strategies that produce results (particularly in the areas of content marketing, use of social media, and, digital marketing); and providing templates, guides, tools and expert consultancy in building best practice financial advice process that produces better performance for financial advisory businesses.

The bottom line is we will get you more customers, and grow your revenues.


Strictly-Businesss-Consulting.jpgUseful information

This page contains many articles that are immediately useful or practical for financial advisers.  

What Clients Want from Wealth Advisers

On Target Messaging

The Digital Sales Playbook

Digital Wealth Management: Driving engagement through data-driven insights

5 Marketing Tips for the brand new Advisory Firm

Profitability  in Professional Services

Guide To Podcasting

Creating & Using Voice-of-the-customer Programs

ROI  of Content Marketing

Building A Successful Brand In 4 Easy Steps

Asset Class Returns in 2017

Referrals are awkward

SEO Meta Descriptions: The What, Why and How

Social Media For Financial Advisers Workbook

The Strategy Wheel

6 Ratios For Benchmarking A Practice

Why clients ignore your e-newsletters

Why Skill-Based Training Is Critical At Sales Kickoff Events

The Central Question for Your Business

Charge What You're Worth: Discussing Your Advisory Fee with Your Clients

Utilizing API's To Increase Revenue

The Financial Plan as a practice lifeline

Write a perfect Meta Description for SEO

Taking On Digital Disruption

Winning the Value War

How Holistic Financial Planning Can Pave The Way For Growth

Adviser firm model of the future is multidisciplined

Next Frontier In Advide: Conversations, Connection and Confidence

You Are What You Send

Acquiring Millennial Customers Through Mobile

Going Paperless

Digital Strategy: 3 Essential Tools For Implementation

The Role Of CRM & Marketing Automation For Financial Services

Marketing advice for advisers from the experts

The Sales Guide to Setting & Discussing Pricing

Step-by-step Guide To Implement Social Selling

Collaborating Successfully With Clients: Benefits of Digital Content

Our Secret Financial Insecurities (whitepaper)

Revenue is not a KPI but these 6 measures are

The 30 possible ways  you  can create customer value

The Importance Of Client Journey Mapping (& how to do it)

Excel Productivity & Planning Tips For Advisers

7 Steps To Building A High Value Fee Business

Advisers Guide To Cybersecurity

7 Ways To Step Up Your Client Events

Modern Client Goals: Behavioural Strategies For Success

3 Types of Digital Content Clients Love

Understanding Snapchat

Straight through processing technology Discussion Paper

Email Marketing Tactics

Increase Your Win Rates & Beat Your Sales Goals

Social Metrics Map - WORKSHEET

Social Selling Checklist

How Advisers Can Vault into Document Exchange

Augmented Reality: The next marketing channel

Digital Strategy: 3 Essentials for practical implementation

Facebook Ads Cost

A new approach to Fee Negotiations

How to do Real-Time-Personalization

Actionable Social Media Tips

The formula for setting fees

10 Ways Value-Driving Organizations Are Different

Enriching Relationships For Financial Advisers

10 Ways to Make Facebook Your Most Powerful Event Promotion Tool

B2B Sales Benchmark Research: what is most effective?

Social Media ROI

Getting Started With Social Selling

New ways of thinking about referrals

12 Mistakes to avoid when you target accountants

Digital Marketing 101

Outsourcing or Not: How should you spend your time?

Putting A Value On Your Value

A 7 Step Plan To Transform Your Practice

11 Must Haves For Your Website

How to Build a Solid Sales Compensation Plan in 4 Simple Steps PART 1

How to Build a Solid Sales Compensation Plan in 4 Simple Steps PART 2

5 Ways To Collect Your Fee

101 Marketing Ideas to Generate More Business

How to figure out who you can partner with as an Adviser

Generate More Revenue With Dynamic Website Design

Facebook Live: What is it, and why use it?

Email Marketing Campaign Checklist


Why your "To-do" List is dead wrong

4 Steps To Help You Market Yourself Like a Star

Online Fraud: How to Protect Your Accounts

Which marketing channels to pick?

40 Secrets to Brainstorm Tons of Ideas

Assessing Value: How to determine which clients are profitable

The Daily Routine That Experts Recommend for Peak Productivity

Tips for Creating Financial Blogs that Attract Clients

What and When to Outsource

The peril of being too self-confident

3 Non-Traditional Ways To Boost Your Revenues

A Proven Route To Better Prospecting

Marketing insights from industry experts

Can you trust investment research?

7 Tips for Improving Your Content Marketing With Scannable Web Content

Developing a Marketing Plan around your best clients

Keyword Research for SEO: A Step by Step Process

The Antidote To Being Overwhelmed

60 x B2B Marketing Tips You Can Try Right Now

5 Ways to boost your LinkedIn profile

The 7 Phases of the Buying and Selling Process


Balancing Brand Building and Lead Generation in a Professional Service Firm Marketing Mix

How to Build a Social Media Sales Funnel

Social Media Cheatsheets

Linkedin Profile Tips

A Daily, Weekly,  Monthly Social Media Checklist

How to Write Social Media Updates That People Love

Facebook Rules of Engagement

A new way to measure word-of-mouth marketing

100 Experts nominate their Social Media Management Tools

Building a Digital Strategy

10 Mistakes to avoid when you target accountants


Being Present (Performing at your best)

The Future of Influencer Marketing

Why Advisers Should Get on Board with Better Processes

Tax Position on Personal Income Insurance paid by employer


Choosing Digital Marketing Tools

The Power Of Influencer Marketing

A Step-by-Step Guide to Creating an Autoresponder That Subscribers Can't Wait to Open

25 Questions to Help Define Your Social Media Strategy

A Daily, Weekly, & Monthly Social Media Checklist

What Your Website & a Great Book Should Have in Common

15 Steps to Optimize Your Website

12 Tips to Help You Conquer Your Direct Marketing Challenges

10 Copywriting Tips To Drive More Engagement

8 Sales & Marketing Questions to Help Your Business Scale Up

How to Use Video Emails - and Why You Should

Favorite Video Gear and Software to Fit Any Budget

How to Optimize Your Facebook Content for better traffic

Unlock Value through Succession Planning

How to Find Your Social Media Niche


3 Things Top Performing Firms Do

How to Make Your Video Rank Number 1 on YouTube (Case Study)

YouTube Optimization: everything you need to know

Offline Marketing Strategies that Support Your Online Brand

5 Email Metrics that Matter

Choosing Digital Marketing Tools

Behavioural Finance: 6 principles that fuel your clients fears

Tips to ease your tax payment pain

Provisional Tax: The Essentials

16 Principles of Influence in the Sales Process

How to Use Data to make best use of your Social Media

Create a Sales & Marketing Plan for Your Agency

A Social Media Strategy That Works

Double Your Writing Speed Without Lowering It's Quality

3 Rules for Building a Value Proposition

Train Your Brain

How to Tell a Convincing Story

3 Strategies of High Performing Advisers

The Research & Science Behind a Perfect Blog Post

What Your Website & a Book Should Have in Common

How to Build a Practice Management Machine

Facebook Industry Report

What B2B Buyers Value Most on Websites

The 51 Best Writing Articles

The Power of Coaching

Factors Impacting On your Brand

Creating a Sales Compensation Plan

Building Your Brand at All Stages of the Pipeline

Personal Branding Examples in Professional Services

4 Ways You Can Become a Thought Leader

Keys to Cross-Selling Success

How to Build a Million Dollar Business From Your Personal Brand

How Often Should You Post on Social Media

15 Ideas for Selling on LinkedIn

9 Ways to Sharpen Your Customer Research

On Page SEO Checklist

Apps for financial advisers to help with time management

Content Marketing Tools: The Ultimate List

How to Find the Best Keywords

Making Lead Generation More Actionable: 8 tips

Tips, Traps & Trends #84

How to Send Better Email

How to Write Marketing Offers that Convert

A Branding How-To Guide for Advisers

Simplifying Google Analytics Reports

Keys to Cross-Selling Success

How to Find the Right Mix of traditional & modern methods in your Marketing

Content Inspiration Ideas

Don't Waste Your Leads

How to be a LinkedIn "Giver"

Tech tips for an educational webinar

24 Networking Tips that work

How to Save Six Hours a Week on Social Media

Tips for Influencer Marketing

7 Tips to Increase Email Deliverability

3 Step Guide to Strategic Networking

Top 10 Tips for Using a Celebrity Spokesperson

The Great Content Checklist

Selling air (or intangible professional services)

Which Type of Online Content Most Influences Consumers?

Four Tips to Accelerate Sales Through the Funnel

The 5 Essential Elements of a Great Company Story (Infographic)

9 SEO Techniques to Dominate Content Discovery

15 Free Content Marketing Tools To Make Your Life Easier

Whitepapers That Drive Sales

Google 101: What it is & Why it's Valuable for Professional Services Firms

5 Reasons Why Your Business Needs a Professional-Looking Logo

The Basics of SEO for Successful Content Marketing

Search Engine Marketing: 4 AdWords Mistakes That Drag Your CTR Down

The 15 Point Guide to Choosing the Right Imagery for your Website Design

Top 250 financial services online influencers that you need to know

9 Content Curation Ideas for Bulking Up Your Editorial Calendar

Creating Buyer Persona's

10 Content Marketing Lessons From Our TOP 10 Most Viral Blog Posts

10 Key Marketing Metrics

The Most Effective Calls to Action for Facebook Posts

Top 10 Brand Protection Strategies

10 Ways to Boost Your Google AdWords Search Ads Right Now

A Guide to Creating Content in the Formats Your Audience Loves

Best Practices for Selecting Content Marketing Software

Measure Success with Google Analytics

How to make a professional video using PowerPoint

Email Marketing: Benchmarks, Open Rates, CTRs & Device Trends

How to Choose the Best Blogging Platform

Guest Content That Audiences & Editors Can Actually Use

Google+ 101: what it is & why it is valuable for professional services firms

15 Stats on Social Marketing

10 Effective Social Media Posts in 10 Minutes or Less

15 Ideas Guide

Finding The Perfect  Mentor To Guide You To Success

How to Attract More Clicks to Your Blog

Making Your Future Happen in 8 Easy Steps

The Top 15 Social Media Marketing Mistakes to Avoid

3 Ways to Use Videos to Maximize Your LinkedIn Marketing & Lead Generation

A-Z Of Asset Management Marketing

Influencer Marketing: Top Tactics & Challenges

4 Actionable Tips for Increasing Your Twitter Followers

How to write well on digital  - It's not like print!

6 Speaking Tips that help your marketing too

Understanding the High Net Worth client

Firm Valuations: Business Strategy for Advisory Practices

Determining Subscriber Value: Whats an Email List Member Worth?

How Buyers Evaluate Professional Services Providers

Email Marketing: Growing Your Email List & Determining Subscriber Acquisition Cost

Email Marketing: The Most Effective Email Subject Line Length

Tips for Great Keynotes & Better Sales Presentations

Introductory Guide to YouTube

How to Write a Winning Headline

Checklist for Building a Good Website

The Invasion of Advertising: A Timeline

Targeted Keyword Research Without Googles Keyword Tool

The 3 Key Steps to Becoming a Highly Paid Expert

The Advisory Practice Business Workout - Get your business in shape

Effective Sales Content guide

How to improve your content campaign strategy

The Content that Inspires Clicks on Calls-to-Action

The Complete Guide to Launching a New Website

Useful Tips & Tricks For Making Video Marketing A Winning Strategy

How To Do Keyword Research: Beginners Guide to SEO

Choosing Investment Managers: A Guide

Google Keyword Planner

11 Ingredients for a Complete Social Media Strategy Plan

8 Proven Video Marketing Tips

Strategic Alliance: 9-Step Value Creation Process

20 Low-Cost Little Things To Elevate Your Service

Creating Compelling Client Experiences with digital tools

Step-by-Step Social Media Strategy

How many appointments can an adviser fit in a week?

Helping Your Executors - A Solicitors Tips

How to use various social media analytics tools

DIY Video studio basics

Graduating from Email to Engagement Marketing

4 Content Assets To Engage Prospects At Any Stage In The Buying Cycle

5 free image sources

21 Tactics to Acquire Customers

3 Steps to Improving Your Advisor Websites SEO

Entrepreneurs & the self managing company

Writing Ideal investment newsletters

The Plan Ahead: Creating an effective financial planning process

How to use LinkedIn contacts feature: excellent VIDEO

Five Golden Rules for Successful Goal Setting

20 Commonly Asked Questions About Blogging & Online Marketing

Keywords: How to Jumpstart Your SEO Strategy

VIDEO: Social Media's role in financial services marketing


VIDEO: How to use video in your marketing

Destination Check - Bill Bachrach on planning

Digital Customer Trends to Watch

Video: How advisers can use LinkedIn for prospecting

Optimize your Content for SEO Keywords

Execute Your Video Content Strategy in 8 Steps

14 Steps to Hosting a Successful Webinar

7 Tips to Finding Your Writing Voice

How to Make It as a Financial Advisor

How to Find the Keywords that Work for Your Marketing

FMA & IOD Directors Guide

Quick guide to social media

10 Questions You Must Ask When Hiring a Social Media Consultant

80/20 Rule

Tips, Traps and Trends #40 (text messaging clients; referrals; simplifying advice process; content sharing; free advice)

Trans Tasman Super Portability factsheet

Professionalism in the context of Advice Propositions

How much Trauma

105 Point Marketing Checklist100 examples of corporate "Social Media" policies

Developing an Information Strategy in financial services

Social Media Expert Checklist - how expert is your expert?

The role of dispute resolution

 Transform your sales process with a Unique Selling Proposition

True Colours - a quick guide to which colours say what in marketing

Content Marketing & Social Media process tip sheet

The 3 R's: Recognition, Remuneration & Retention

The 5 practices of exemplary leadership

How to set up and start a Twitter account in 3 minutes

9 Ways to make your marketing analytics actionable

Successful media appearance tips

What Google +1 means for your business

Super profit formula

Firm Foundations master Year of The Dragon (Asset Magazine, February 2012)

The New Sales Funnel (powerpoint presentation on implementing social media in the sales & marketing process)

The Content Marketing Grid

Why use an Ipad for financial services?

Ultimate guide to buying insurance (Infographic)

Sales aid graphic - The Drivers of Risk (explaining sources and types of risks to be considered in business environment)

Risk Events graphic (placing income protection, trauma, TPD, terminal illness and life cover in a timeline)

IFA Risk Masterclass presentation (powerpoint July 2011)

Professional Indemnity Issues presentation (Mythbusters format, series of questions to work out what is true)

Building an Advice Business 

The Financial Advice Process diagram 

How to choose an adviserStrictly_Business_open_palm.jpg


Tony Vidler: tony@strictlybiz.co.nz