Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Valuing the TIME you sell…and save.
by Tony Vidler One of the most valuable things that financial advisers do for clients is to save the clients own time. How powerful would it be to quantify that in dollar terms for a client? Everyone knows the maxim “time is money”. Everyone knows that all of us are perpetually trading […]
Engage With Your New Connections To Get On With Business
by Tony Vidler So you have some new connections on LinkedIn…congratulations. What now? Or rather, what next? Making new connections via LinkedIn is great…but it is better if you can take those new connections and turn them into meaningful engagement and conversation. It is a business-to-business platform after all, isn’t it? […]
by Tony Vidler A traditional marketing practice for financial advisers has been sending “pre-approach” sales letters to prospective clients. It seems that very few still do it, and yet I am often asked if they are worthwhile, and if so, how does one get the best results from them? Here’s the no frills, […]
Give clients the Red Carpet. (But only a small one!)
by Tony Vidler What is more effective: running a client seminar with 100 guests, or running 5 client events of only a dozen or so at a time? Research suggests that the best financial advisers tend to run smaller and more intimate client appreciation events, and do them regularly. The best advisers […]
by Tony Vidler Everyone wants business to be as easy as possible, yet we so often make it harder than it has to be. What’s wrong with living on some low hanging fruit if there is more of it than you can eat? Nothing is wrong with it – it’s smart business. And […]
How Big Is The Goldmine WITHIN An Advisers’ Practice?
by Tony Vidler Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It Is Usually A Goldmine. A report from a couple of years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]
Being A Thought Leader Does Not Mean “Being First”
by Tony Vidler Creating a position as a thought leader is superb marketing for professionals, and all too often they confuse “being a thought leader” with simply “being there”. The rush to be “first” to express an opinion or provide insight often produces disappointing results for the audience and the would-be-thought-leader. The urgency […]
by Tony Vidler Knowing and working exclusively in your niche is nirvana for most professionals. Your niche is that absolute sweet spot where what you are fabulous at overlaps with what you love doing, and it is something that other people value and will pay you for. It is not a simple […]
by Tony Vidler Online reviews of virtually everything – including professional advisers – are now part of the landscape. They aren’t “coming”…they are here now and gathering momentum. Consumers are used to leaving their opinion about their service experience on Menumania, Tripadvisor and a thousand others…and they will increasingly leave their opinions online […]
by Tony Vidler Online search matters for every professional today, no matter what sort of practice they are trying to build or what type of clients they are trying to attract. It matters even if you think you aren’t using digital marketing tactics. Because even if you are marketing in traditional (offline) […]