Sales & Marketing for Professional Services

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marketing your reputation
What The Kardashian’s Can Teach Us About Reputation Marketing
by Tony Vidler        For many successful advisers their reputation is the critical marketing success factor in their careers.  And who has done reputation marketing – or “famous just for being famous” – better than the Kardashians?   Reputation in professional services often drives more recommendations or referrals that lead to new business than practitioners […]
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Your Constant Output Problem Is Usually Really An Input Problem
by Tony Vidler        We like constant output…constant revenue coming in the door is the output we seek right?  Too often financial advice businesses struggle to achieve constant output though…it gets a bit “peak and trough”.   Well…when we have a repeated problem – like inconsistent results – we need a process.   Why?   […]
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powerful-email-marketing
The powerful marketing tool that you use every day, but hardly use for actual marketing
by Tony Vidler        The most powerful marketing tool most professionals have is the one they use scores of times daily, but which they usually do not do any actual marketing with.   email.   Love it or loathe it, we all use it.  It is not going away anytime soon, and it is not about […]
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How to create engaging conversations
by Tony Vidler        Creating engaging conversations with people you don’t know well, or who feel they don’t know you well enough, is difficult.  It can be even more difficult when they are guarded…thinking maybe that you are just there to sell them something.   You can engage even the most guarded and difficult prospects […]
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Create Top Of Mind Awareness With Your Own Clients First
by Tony Vidler          Who do most people turn to first for financial advice? Whoever is “top of mind”…and who is that usually?   Their family.   Research in multiple countries and jurisdictions repeatedly shows that the number one source of advice for consumers who do not currently take financial advice from a professional […]
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building-centres-of-influence
Are You PLANNING To Build Influencers?
by Tony Vidler        For an industry focused on planning, advisers have a tendency to forget planning how they will build their influencers.   I know that sounds like a heck of a generalisation, however it is one founded upon my own experience with advisers. Developing a centre-of-influence is often approached enthusiastically and with all […]
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ideal-prospects-call-you
Getting to the point where “Ideal Prospects Call Me!”
by Tony Vidler        Who doesn’t want to be getting to the point where “ideal prospects call me” – and preferably continuously.  Being so busy with new client opportunities that you just can’t handle them….So many incoming calls from ideal prospects in fact that we have to put our fees up just to control the […]
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marketing-never-stops
Marketing NEVER Stops For Today’s Adviser
by Tony Vidler        I was asked “when should I slow down or stop the marketing?” Answer: “Your marketing never stops.  Never.”   The rationale behind the question was the adviser has a good and large business – there are enough clients right now.  So it wasn’t a stupid question by any stretch.  But here […]
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subject-lines-are-headlines
The Formula For Writing Winning Headlines
by Tony Vidler        Coming up with a winning headline or subject line is the first objective when writing for clients or prospects.  Anything else we have to say in the body of the message just doesn’t really matter if we can’t get their attention and engagement first.   Whether we are writing for a […]
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more referrals from being thoughtful
Thoughtful Thank You’s Generate More Referrals
by Tony Vidler          Getting more referrals from existing clients and relationships is often a challenge, but you can generate more referrals from past referrers with a little more thought.   Being thoughtful about expressing gratitude extends beyond “what is an appropriate gift”.  Being thoughtful about how you deliver a gift and how you […]
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