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 316 other followers

sidebar_tony
Facebook: 2831, Twitter: 13209, LinkedIn: 689
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.
adviser-value
What Problems Do You Solve?
by Tony Vidler        In the struggle for professionals to define a value proposition asking “What problems do we solve?”  is probably the best place to begin. It is a simple question for sure, but it cuts to the chase.  It helps us zero in on what it is we actually achieve for clients.  We can […]
Read more.
social-media-ROI
What is the ROI of having “An Audience”?
by Tony Vidler        While I am a fan of “measuring to manage well”, some things just can’t be measured accurately.  Like having an audience.  How do you even measure the ROI of an audience? That’s why I believe we should forget what the ROI of social media is, in the conventional sense.   Here’s […]
Read more.
expertise-marketing
The 1 Big Mistake Professionals Make When Trying To Position As An Expert
by Tony Vidler        One of the greatest ways to attract the type of business you prefer is “Expert Positioning”, and most professionals could position as an expert if they really wanted to.  The reality is that most professionals are experts, and their knowledge should be highly valued…   But very few actually work to […]
Read more.
centre-of-influence
The 4 Parts To Getting The COI Onboard
by Tony Vidler        Getting the COI onboard requires a fair bit more than a smile and a handshake.  The potential Centre-Of-Influence that you want to network with is the gatekeeper to the clients you want to work with, and there are generally 4 things that stand in the way of them actually letting you […]
Read more.