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THE Business Opportunity for Professional Advisers
by Tony Vidler        The typical small business is only doing one of two things: growing, or going…. …and THERE is a fabulous opportunity for today’s professional adviser.   Regardless of which research you read there is a constant theme: Small Business Owners have some real issues, and clearly a significant proportion of SME owners […]
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Full Transparency: It pays to keep some secrets from clients
by Tony Vidler        In this age of complete transparency for professional services there is a tendency to tell clients everything…and there are just some things you shouldn’t tell them in advance.   If you want to give yourself a reasonable chance of creating clients who are a little surprised and delighted with your service […]
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One sure way to build an audience
by Tony Vidler        As more professionals start to tap into the power and reach of social media a common question is “how do I get more people following me?”     There are a lot of ways to create an audience of course, but there is one method which doesn’t get spoken of very […]
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It’s a No Brainer: You should already be using Digital Marketing
by Tony Vidler        I still have conversations with advisers about whether they should be using digital marketing. There are a lot of financial advisers still sitting on the fence when it comes to incorporating digital into the marketing mix, but it really is a no brainer.   The perpetual marketing challenge is to get […]
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Promo Gifts: Give quality AND useful things only
by Tony Vidler        Giving promotional items as “thank you’s” is not as straightforward as many professionals seem to think. The promo gift seems more often to be “promo” than “gift”.   I’d suggest that is a waste of money in the main, as most consumers today are very quick indeed to dump stuff that […]
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Should you be marketing to your existing clients?
by Tony Vidler        What do you want most from your marketing: 1.  More customers, or, 2.  More revenue?   Most marketing efforts are aimed at trying to convince strangers to bring their business to you.  New clients are good of course, and are in fact vital for the long term success of a business.   […]
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Get Writing To Leverage Your Brand
by Tony Vidler        The problem with most prospecting and lead generation activities for most firms is that they are aimed at capturing one prospective client at a time. There is no leverage in these efforts.   Writing introduces leverage, whereby the same effort results in multiplication of impact. It is simple maths – if […]
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How to engage clients in a review of financial advice
Your Philosophy MIGHT Be Your Real Point of Difference
by Tony Vidler        Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning.   So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]
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Presenting Professional Collaboration to Clients Simply
by Tony Vidler        Consumers increasing need solutions which require collaboration between professionals, and while plenty of suggestions can be found about how to collaborate with others from other professions, there is not quite so much suggestion about how to collaborate successfully with professionals from within the same sector.   Consumers usually want fairly straightforward […]
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Outsourcing: Can that “expert” actually walk the talk?
by Tony Vidler        They say that the easiest people to sell to are the people who sell for a living, and there is a bit of truth to that.   Who the advisers turn to for advice in their business affairs often astounds me.  Nowhere is this more true than when it comes to […]
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