Marketing Ideas

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 323 other followers

sidebar_tony
Facebook: 2831, Twitter: 13286, LinkedIn: 689
effective-email-marketing
How to make Email Marketing even more effective
by Tony Vidler        Email marketing is a proven winner if done well, and one which is almost made for professional services firms to use more effectively than other sectors perhaps   There are some fundamentals which go into making any email marketing campaign good of course, and we cover some of those in this […]
Read more.
marketing-what-you-do
Are You “Marketing” The Right Message?
by Tony Vidler        Do you know what business you are in? Are you clear on what you achieve for customers?   Does your marketing message reinforce that?   Are you marketing what it is you actually DO, rather than what you know or who you are…or worse: you are marketing some other businesses products […]
Read more.
practical-financial-planning
Describe Your Advice Services In Practical Terms To Get More Buy-In
by Tony Vidler        Advice should, almost by definition, be “practical”.  Your advice services should be practical in that can be applied in the real world to achieve real differences, and any advice in any of your areas of expertise should be a clear course of action that a client can use to achieve a […]
Read more.
new-clients
Getting A New Client Begins With 1 Thing….
by Tony Vidler        When I ask advisers what is the number 1 thing in getting a new client I nearly always get an answer linked to marketing…the new client needs to be found via one method or another.  I see the logic of that answer, but disagree with it.  A prospect is found via marketing […]
Read more.
personalize-engagement
Adviser Marketing: Personalise or Perish
by Tony Vidler        Everyone today wants “it” to be about them.  They expect personalisation in our contact with them.  For financial adviser marketing then it really does come down to “personalise or perish” – with perishing meaning you vanish from your target markets mind. You cease to exist for them in reality, and am therefore […]
Read more.
trade-show-prospecting-tips
10 Top Tips for Trade Show Prospecting
by Tony Vidler        Trade show prospecting will be making a comeback, and these large “expo’s” are potentially fabulous sources of qualified prospects if you are clear about who your target market is.  They can be a highly effective element in the firms marketing plan.   A trade show focussed on “Big Boys Toys” where […]
Read more.
We should be using more video with email
by Tony Vidler        If you aren’t using video with email to educate and engage clients and prospects yet, why not?   It seems an odd thing with everyone having smart phones that can take high quality video’s on the spot, and with everyone also drafting and sending perhaps a 100 emails a day, but […]
Read more.
achieve-exceptional-growth
Generalist or Specialist, You Can Still Achieve Exceptional Growth
by Tony Vidler        Some advisers opt to head down either the generalist or specialist path simply becuase that is what gives them professional satisfaction – and it is not about achieving particular commercial objectives. They work the way they do because they enjoy it.  Not everyone wants to have a business which achieves exceptional growth […]
Read more.
get-attention
8 Seconds to Get – or Lose – Your Prospect. Maybe less.
by Tony Vidler        You will get or lose your prospect – your potential future client – in just 8 seconds….well, actually it is a lot less than that.  The clock is ticking…and a lot faster than you realise.   In reality you have 3 seconds or less to get them to engage with you and […]
Read more.
service-value
You Deliver Value, So Why Not Promise Value Up-Front?
by Tony Vidler        Why not promise value up-front if you know you can deliver that? It sems an obvious question to ask, yet I find myself continually asking it of financial advisers. Nearly every professional gives an initial “no obligation meeting” to prospective clients, and nearly everyone delivers value to those prospects during that initial […]
Read more.