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trusted-adviser
The Shortcut To Trust For Professionals
by Tony Vidler        Creating sufficient trust with a prospective client is the critical initial hurdle to having them engage with a professional advice process.   We need to have potential clients open up about their financial history, health and family issues, their future dreams and aspirations….all the deeply personal things that they generally don’t […]
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client-testimonial
Why You Need PLENTY Of Positive Reviews
by Tony Vidler        I blame Uber for all of this.  But maybe TripAdviser started it…Whatever, everyone out there now expects to be able to give a review of any business, and read others reviews of that business.  it has become the norm.   Positive reviews of a business are a pretty serious driver of trust […]
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adviser-beliefs
Can You Explain Your Professional Philosophy?
by Tony Vidler        You probably have a professional philosophy, even if you’ve never really thought of it as a philosophy.   Most experienced professional advisers have formed views and opinions about the right way to do things for clients.  They form beliefs, or philosophies about how things should be.   Yet, different professionals from […]
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unbundle-financial-advice
Get More Business By Unbundling Planning
by Tony Vidler        Planning is often HUGE to a client, and that is itself a barrier to engagement. Unbundling the planning process can create higher numbers of prospects and clients engaging with you, and lead to higher plan fees.  That’s a surefire recipe for greater revenue levels for a practice.   When we try […]
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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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good-content-is-not-enough
Good content may not be enough for your audience
by Tony Vidler        Creating good content and putting it out for your target market is great marketing. It may not be enough though to simply create “good” content and put it out there in the world.   Just because you have good content and you are putting out there doesn’t mean that it is […]
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Taking Prospects On A Journey: It Is Worth It!
by Tony Vidler        There is very little in financial services which is quick and easy for consumers really…every decision, every solution, every recommendation seems to be a major journey for them.   At least that is what consumers think and say.  Those inside the industry think otherwise.  But of course we would.   The […]
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equitable-business-alliances
Creating Equitable COI Referral Alliances
by Tony Vidler        If one forms a business alliance and one party gets more out of it than the other, is that alliance likely to last long term?   Of course not.  It is not equitable.   One party at some point is going to feel that the relationship is rather one-sided and and […]
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effective-advertising-campaign
The 5 Steps To An Effective Advertising Campaign
by Tony Vidler          To create an effective advertising campaign – one that gets you the results you wanted to begin with – there are 5 essential steps.  Many professional services firms miss at least a couple of them, and inevitably are disappointed with the results of their advertising efforts.   That is not […]
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your-audience
Why you should think of Prospects as “an Audience”
by Tony Vidler        With the shift to content marketing fuelled by consumer’s online searching, it is essential tor understand who your audience is.  More importantly though, it is important to continually think of your future clientele as an audience until such time as they choose to do business with you.   “Audience” might seem […]
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