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How financial advisors can be relevant to clients
Working out how to be relevant to your clients
by Tony Vidler        Two of the key things that all professionals struggle with is firstly to be relevant, and then remaining relevant.   Amongst the most common questions that arise when marketing or client servicing is discussed for professional service firms is: “what do I say or write?“   You know what you know…and […]
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Valuing the TIME you save for clients
by Tony Vidler        Valuing time is something we all do…or know we should do.  And 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 […]
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social media for financial advisors
THE secret marketing opportunity few Advisers use
by Tony Vidler        The marketing opportunity for financial advisers in using social networks still seems to be immense despite social media being a well entrenched part of our daily lives.    I continually see reports and articles suggesting that despite personal use of social media the market penetration of various social media networks by […]
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content-marketing
Tailoring Your Content Marketing To Fit Your Audience
by Tony Vidler        One size does not fit all when it comes to content marketing: you need to tailor your content fit your audiences’ desires and needs.  It needs to be made to measure as it were.   As more professionals tap into the power of content marketing and create a presence on multiple […]
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SEO
Figure Out Where To Compete In “Online Search”
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) […]
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online-review-of-adviser
Taking advantage of Online Reviews
by Tony Vidler        Online reviews of virtually everything – including professional advisers – are now part of the landscape.  You can choose it ignore them, but they won’t ignore you.   Consumers are used to leaving their opinion about their service experience on LinkedIn, Facebook, Tripadvisor and a thousand others…and they will increasingly leave […]
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A 15 Step Plan For Creating Constant Referrals
by Tony Vidler          The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly. To do this successfully – especially with a number of COI’s – there 15 steps you have to work through.   It is a simple idea, and like so […]
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prospecting
Lead with the business you DON’T want to get the business you DO want
by Tony Vidler        We all want to get more business, but we really want to just get the right sort of business for ourselves or our firm naturally.   If you have figured out what sort of business it is you do want to get then you have (by default) figured out the areas of […]
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growing-a-practice
Does “Growing” Really Mean “More Clients”?
by Tony Vidler        Just about every adviser says they want to be growing their business and need more clients….and they also want fresh ideas; the business satisfaction of solving new problems for new people; they want to do something NEW.   So they say they want more clients plus more interesting work plus more […]
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Why should they choose you?
by Tony Vidler          If you want ideal prospects to choose you over any number of other highly qualified professional advisers then you must have the ability to succinctly articulate what makes working with you special.  Why should they choose you?     This is often referred to as having a “Unique Selling Proposition”, or […]
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