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client-service
Maybe Financial Advisers Could Be Selling Coffee?
by Tony Vidler        Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up.  That included the regulars who lived in the area and who had high lifetime value and the out-of-towners cruising through who just needed […]
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what-is-good-content
What is “Good” Content To Use In Your Marketing?
by Tony Vidler        With prospects taking longer than ever to convert into clients, “good” content has become king as that is what keeps them engaged as they move along their buying journey.  Notice I said “good” content…..not just any old content.   But what is “good”?  Content which is good is the content which […]
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face-2-face
Does Face-to-Face Time Fuel Referrals Really?
by Tony Vidler        Virtual meetings are efficient, but if there is one thing that can help any professional fuel referrals it is face-to-face time with clients and influencers.   Actual getting-together-with those other humans more often tends to lead to better or deeper relationships, and more opportunities to be positioned for referrals and recommendations. […]
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Build An Audience Through Twitter
by Tony Vidler        Instead of “prospecting” shift the thinking to how to build an audience if you want a pool of potential future clients who might engage you.  That is one of the main factors in creating ongoing demand for advisory services in todays world.   Consumers are choosing when and how to engage, […]
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The Shortcut To Creating Trust
by Tony Vidler        Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process.  To be fair the required level of trust initially is relatively low – can they trust you not to waste their time…can they trust that you really know what you are doing….can […]
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marketing-position
The Formula For Positioning Yourself For Ideal Clients
by Tony Vidler        “Poor positioning of yourself and what you can achieve for your ideal clients is the number 1 reason for ideal business opportunities not coming to you….”   Many professionals experience the frustration of good clients doing good business elsewhere, or ideal prospective clients not being referred and ultimately doing their business […]
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client-testimonial
Why You Need PLENTY Of Positive Consumer Reviews
by Tony Vidler        Experience reviews…consumer reviews…I blame TripAdviser for it; but maybe it wasn’t them…Whatever, everyone out there now expects to be able to give a review of any business, and read others reviews of that business.  In fact they can’t wait to provide their opinion of your business. It has become the norm. […]
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adviser-beliefs
Can You Explain Your Financial Advice Philosophy?
by Tony Vidler        Any adviser who has studied or has years of experience probably has a financial advice philosophy, even if they’ve never really thought of it as a philosophy. But it is what you believe.   Most experienced professional advisers have formed views and opinions about the right way to do things for […]
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unbundle-financial-advice
Unbundling Planning To Get More Client Engagement
by Tony Vidler        Unbundling planning creates higher numbers of prospects and clients engaging in full financial planning, and can lead to higher revenue per client as well.  More clients engaging in more comprehensive advice and creating higher lifetime value per client.  That has to be worth thinking about doesn’t it?   When we try […]
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great-testimonials
Make Your Testimonials Resonate With Prospects
by Tony Vidler        Testimonials are great marketing, but they are losing their effectiveness a little if you still do them conventionally.  All is not lost with testimonials however, as one small change CAN make them resonate with your target audience a little better.   Consumers are not silly and they know we are never […]
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