financial adviser prospecting Archives

Make your client testimonials REALLY stand out!

by Tony Vidler Yeah, yeah, yeah….Client testimonials are good. We should all collect them. We should all display them on our website and stuff…. …but then line after line of typed text just looks the same as everyone else’s, and they lose impact don’t they? Especially when potential clients know that we aren’t going […]

Ask the expert? Be The Expert That Gets Asked!

by Tony Vidler It is so easy today to get yourself “in print” and be positioned to be the expert that target market customers ask for advice, and being the expert that gets asked leads to those customers putting in place solutions with you. Setting up chat forums, blogs, ezines and so on are all […]

Could you be a Thought Leader Adviser?

by Tony Vidler Business would be easier if people recognised their problems and knew you were the one with the answers, and they just came straight to you to get them solved, right? To achieve that you should be positioning as a thought leader. THE subject matter experts expert. To put it in its […]

How To Get (and “do”) Client Testimonial Video’s

by Tony Vidler One of the most powerful marketing tactics is getting client testimonial video’s. Yet, the majority of advisory firms do not appear to have really taken advantage of the consumer appetite for video or how they can use video to improve client service & experience as yet, and it seems they have […]

The simple prospecting system from the worlds greatest ever salesman

by Tony Vidler According to the Guiness Book Of World Records the greatest salesman in the world was Joe Girard. Joe sold cars…an incredible 13,001 cars sold in his career. One at a time…working “retail” with high priced items. And selling the same things, at the same price, as a heck of a lot […]

How to make yourself scarce…and more valuable!

by Tony Vidler Make yourself scarce. It is a well established economic AND behavioural principle is that people generally will have higher demand for that which is more difficult to get. Less of something makes it more valuable, right? It is a pretty sound principle that consumers tend to have a higher want for whatever […]

What IS good content for sharing and engaging prospects?

by Tony Vidler When it comes to creating GOOD content that is engaging prospects and your target audience there are a few things to get right, but most of the things you need to get right are not really about what you write or produce. So what makes really good content is not just […]

Prospecting Idea: Reconnect to Create New Opportunities

by Tony Vidler A simple prospecting idea which usually pays off is simply re-connecting with those who you have spent time with, but did not do any business with. I am talking about “prospects” from 6 months ago…or 12 months ago. There are always people we are seeing who are potentially great customers, but for […]

Want to Cross-Sell? Then put a bit of planning into it…

by Tony Vidler We all know that cross-selling services and products to clients is critical to maximising the value of the client relationship as well as ensuring you are delivering full value to your clients. So why is it so often neglected? In part cross-selling is skipped because so many professional advisers today do […]

This Is Why Most Centre-Of-Influence Referral Marketing Efforts Fail

by Tony Vidler When it comes to referral marketing efforts there are basically two types of consistent ongoing referrers you can cultivate: 1. happy & satisfied clients 2. centres-of-influence The second category is the one that many advisers struggle with particularly, and the reason they struggle is because they try to develope the wrong […]

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