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Niche or Nest: Which is Best?
by Tony Vidler The concept of niche marketing causes a lot of confusion, so I thought I’d add to the confusion by adding in “nest marketing” at the same time as challenging the view that professionals should find “A” niche. The easiest way for me to explain the difference between niche marketing and […]
by Tony Vidler You probably want more business for your practice, and almost certainly want to do more business with higher value and more challenging client cases. Well, something has to change. Something has to be done differently to get those opportunities. That something is “marketing”. Your marketing has to change. I […]
Getting Strategic Clarity For Your Practice Is Just Like Giving Advice
by Tony Vidler The most important business-building step is having a well-defined strategy, yet strategy is one of the most misunderstood concepts in professional services. It is an area that many advisory firms struggle with, and frequently find themselves without any clearly defined strategy for how they will achieve their business objectives. That is […]
Big Ticks: Best Stories For Professionals This Week
by Tony Vidler Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they […]
Here is how to work out WHERE to compete in the market
by Tony Vidler A problem for many of todays professionals is figuring where to compete in the market…or rather, which area of expertise or service offering to lead with in their marketing efforts. Once the target market clients have been worked out (so we know who we want to appeal to) we have […]
Marketing Your Firm, and Marketing You are 2 different things
by Tony Vidler Understanding that marketing your firm and marketing your personal brand are 2 separate things is something that most professionals seem to overlook, or perhaps not understand. For most of us there are at least 2 brands at play in the market (if not more), being the corporate brand of the […]
by Tony Vidler Talking recently with some institutional people the topic of differentiating, or competing successfully, in financial services was raised and I suggested that there were just 5 key areas that one must consider competing in. To truly excel and outperform the competition I believe that you need to aim to be […]
by Tony Vidler Just one question should be dominating practitioners minds at this stage of the year: How will next year be better? HOW is the critical word here. Professionals are great at setting goals and targets. They are great at analysing and doing the numbers that tell them what activity at the […]
by Tony Vidler One of the essentials for practice growth is to build a marketing machine. A combination of mini-systems and components that keep the whole motor running at full speed. Most professionals have elements of the marketing machine…but just elements. They haven’t built the full system – and then of course they […]
An advisers engagement process might look something like this…
by Tony Vidler It is a rarity for a new customer to walk in off the street and just decide to buy some insurance or an investment product or a bit of planning from you, right? That probably hasn’t happened for 10 years (if ever!). So how do they decide to buy […]