Sales & Marketing for Professional Services

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financial advice value
An easy way to work out how to express your advice value
by Tony Vidler        If you are struggling to express the value of your advice for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a clever marketing message. “Your value” could be expressed as what benefits you can deliver for them. […]
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How to get customers enthused when our products are boring
by Tony Vidler        How can we create or transfer enthusiasm to a customer when: Our products are as boring as the boring-est thing ever. The Value that customers receive from financial services products could be years and years and years away….if “physical value” actually ever turns up at all Our products are as boring as the […]
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cenrte of influence prospecting
Which prospecting method delivers the best results?
by Tony Vidler        The prospecting method that keeps on delivering the most opportunities is Referrals.   A distant second in the source of new clients for advice firms is Centre of Influence referrals.   Research by the Financial Planning Association showed that on average in the previous year some 34% of new clients came from […]
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principle of scarcity
How to tap into the Principle Of Scarcity – and create some urgency for clients
by Tony Vidler        The Principle Of Scarcity One of the more powerful principles of influence is the Principle Of Scarcity: people tend to want what they perceive as being limited, or difficult to get.   That is a difficult principle for professionals to tap into most of the time as the products and services […]
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think differently
Thinking Differently To Connect With Prospects
by Tony Vidler        Thinking differently would seem to be an obvious thing to do if one wanted to be different. If you wanted your advisory firm to stand out from competitors it would make sense to DO something different too.  So thinking differently and then being different seems to be a pretty straightforward way […]
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How can we get the Value Of Advice message out more effectively?
by Tony Vidler         We need to get the “Value Of Advice” message out more effectively as it just doesn’t appear to be resonating with enough of the consumers, particularly in challenging times.    There has been an increasing emphasis upon understanding the value of advice in the last decade and most research concludes that advice […]
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financial planning process for prospects
Show Prospects Your Advice Planning Process To Get CLIENTS
by Tony Vidler        The Challenge: Getting prospects to buy into your financial advice planning process.   The Solution: Show them HOW the process works before asking them to commit.   The keywords there are “show” and “how“….and it is because so many advisers do not focus on these 2 words in the earliest stages […]
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The 10 Things To Get Right For COI’s To Start (and Keep) Referring
by Tony Vidler        A great Centre-of-Influence keeps referring…they are not really a COI unless they keep referring.  That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of marketing – especially if you have a few of them.  So identifying a potentially great […]
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What Financial Advisers Are Not Good At
by Tony Vidler        There is something that financial advisers are proving to be not good at doing: That is “Being There”. In this country Statistics NZ compile data from the census every few years and there is a standout statistic that should have financial advisers getting much busier: 7 out of 10 adult consumers […]
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engaging-content
What is the mix of content which is engaging?
by Tony Vidler        As a consumer yourself you know that there is a need to mix up the content if you want to maximise audience engagement, after all, you tune out pretty quickly if someone is posting or sharing the same sort of stuff repeatedly don’t you? Everyone does. Because it becomes boring. To […]
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