Sales & Marketing for Professional Services

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How to work out which digital tactics are your best shot
by Tony Vidler         Digital marketing MUST be on every advisers radar by now, but which digital tactics are best for your practice remains a burnbing question it seems.   The answer to that depends on what you are trying to achieve from digital marketing of course, and as always, one should begin with the end […]
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How to help prospects decide to follow your advice
by Tony Vidler        Helping prospects decide on the right course of action is often not quite as hard as we think, especially when it is a reasonable bet that every adviser has had clients or prospects ask at some point: “what are other people like me/us doing?”   The very same behaviour that makes many […]
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Helping Consumers Compare Solutions Will Lead Them To You
by Tony Vidler        Todays consumers will compare before deciding who to use, so help them do it. If you help consumers compare solutions well, it will lead them to choose you.  And it can streamline your advice when you do get chosen. Use the generic product or strategy information from your financial plans or statements […]
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Maybe the client IS the problem
by Tony Vidler        What you think is the problem is not always actually the problem.  Sometimes the person is the problem. Sometimes, maybe, the client is the problem rather than you.   Before talking about clients though allow me to use a non-client example.  Picture the scene: a partner in a practice is telling me […]
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How could you make “Advice” become tangible?
by Tony Vidler        Sensory sells…having an intangible become tangible absolutely helps people buy.  And when it comes to buying “the tangible”, presentation is everything isn’t it?   The most ordinary things become something special when beautifully wrapped and presented.  The wrapping and presentation creates intrigue and interest and heightens the anticipation and pleasure….   Is […]
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There is a need for speed with leads…
by Tony Vidler        Speed kills…except in sales….there IS a need for speed with leads.  By calling a lead personally within 5 minutes of receiving a lead you can increase your chances of getting them as a customer by 100 times for example.   Unbelievable, right?   Research shows it to be absolutely true.  Perhaps Maverick […]
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Do you have to be Unique to have a strong USP?
by Tony Vidler         Spoiler: YOU do NOT have to be unique to have a strong differentiator.  People mistakenly believe that they have to find their “uniqueness” in order to be able to articulate their value to the market.  But your uniqueness doesn’t really matter in reality.   You are one of 7 billion unique […]
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Sales Technique Is The Key To Opening Minds
by Tony Vidler        Sales Technique…the very phrase sends shudders down the spines of professionals today it seems.  Despite the focus on our increased technical knowledge and the emphasis upon good process, financial advisers actually have to “sell”.   A large problem for many newer advisers is that nobody is teaching them effective sales technique anymore, […]
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One Fast-Track Method To Establishing A Reputation As An Expert
by Tony Vidler        Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you.   One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals.   Professional referrals are those where […]
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One tactic to make people remember your message…in just another moment…
by Tony Vidler        Ever wondered why infomercials or news broadcasts come up with lines like this: “XYZ Corporation closed its doors on customers today leaving 10,000 without the products they had paid for already…more on that shortly.”   The “more on that shortly” part creates intrigue of course….but the reason why TV stations do this […]
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