This is an excellent walk through the emotional decision-making process of clients and how to use that knowledge to good effect in acquiring more clients…
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 are the best I’ve seen.
There is so much good information for professional services made available each week, much of which I share, that it is very easy to forget to pause and reflect.
Each week I select the best handful and give them Tony’s BIG Ticks as being the ones that made me pause and reflect, or think further. They are sometimes thought-provoking, perhaps insightful, maybe a great sales or marketing idea or sometimes just incredibly topical.
The picks for professionals have been:
By @MichaelKitces
“Some examples of tangibles that can influence a prospective (or existing) client’s perception about the service they will receive from their financial advisor include the condition and décor of the office space, appearance and attire of employees, and the materials associated with the financial planning service itself (e.g., marketing materials, client statements, the physical financial plan, deliverables at the client review meeting, etc.)….”
Well worth reading if you want your clients to feel they are receiving great value…
Emotional Appeal: How to stand out from the competition
By @Schwab4RIAs
Re-Thinking How (or IF) You Use Social Media
By @jlittlechild
If you have been using social media as an adviser to market yourself and your business, then read this.
If you have NOT been using social media as an adviser to market yourself and your business, then definitely read this.
Enough!
By @jeremywalter
A very thoughtful piece here….how much is enough? When do you have enough clients? When should you put in the most effort in your career?
…and a host of other thoughtful questions arise…
Beware Charging Based On Hourly Rates
By @jstackpool
“…The most concerning for advisers seeking trusted relationships with clients is the conflict of interest caused by pricing models based upon effort or hours. A hourly rate model means the more hours worked, regardless of efficiency, effectiveness or value of the work performed, the higher the fee….”
An alternative view on the mainstream take on professional pricing.
Share them around please…they are too good to keep to yourself!
P.S. My best this week? I think it was
20 x Financial Adviser Marketing Essentials
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