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Are you offering Advice clients Fast Food or Fine Dining?
by Tony Vidler        Many advisers are unsure about what they offer advice clients – cheap and cheerful advice on the fly, or a superb planning experience.  Both do the job, albeit in different ways.  But offering fast food at silver service prices is a business model that will struggle…and that’s what happens when there […]
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Making LinkedIn Matter In Your Marketing
by Tony Vidler        Most professionals have a LinkedIn profile now, but are they making LinkedIn matter when it comes to their marketing? Often they are not effectively utilising the 2 key areas that are searched by Google, being the title section and the summary.  That is incredibly valuable online real estate….provided for free…so let’s have […]
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How One Successful Financial Planner Gets New Business (part 2)
by Tony Vidler         Professionals are always interested in what other professionals are doing that leads to new business and becoming more successful.  The constant question is: “What are others doing that are successful for them?”   In a previous post one leading financial planner shared where he gets his new business from, and the […]
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The Madness of Creating Videos Without a Master Plan
by Tony Vidler        A little while ago I participated in a survey on marketing by financial advisers internationally.  The results were intriguing in that clearly there is widespread recognition by advisers of the importance and effectiveness of creating videos as a communication and marketing medium, however there is a disconnect too as the majority […]
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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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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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Why Professionals struggle to get referrals consistently
by Tony Vidler        Getting referrals consistently is how many great advice businesses achieve systematic growth.  “Consistently” is the key word that should be linked to “growth” here…and some research a little while ago in Australia highlighted why so many firms struggle with this.   It is because they are not systematic in their approach […]
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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. […]
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The Better Way To Advertise On Facebook
by Tony Vidler        If you want to reach retail prospects to turn into clients then Facebook can be a very effective audience-building tool, and there are a number of ways to go about creating that audience and getting engagement.  One of the methods is advertising on Facebook.   If that is a good option […]
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How to share MultiMedia Content on LinkedIn
by Tony Vidler        Sharing great content on LinkedIn certainly helps in building a professional profile and to showcase your areas of expertise, and it is a very simple thing to do.   Most LinkedIn users who have done more than set up their basic profile have figured out how to share someone elses update […]
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