Sales & Marketing for Professional Services

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Are you willing to pay the price?
by Tony Vidler        It is always worth drifting and sifting through some classic books during the holidays and one which threw up a core concept which is worth revisiting was The Feldman Method, by Andrew H. Thomson.   Ben Feldman is revered by many as one of the greatest insurance salesman of all time, […]
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Work out where the real money is in your book of business
by Tony Vidler        Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but as clients they are not.   Each client relationship has a commercial value….and a commercial cost.  Each therefore has varying profitability, […]
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4 Ways to make your emails effective marketing tools!
by Tony Vidler        There is no doubt that the most frequently used method of business communication today is still email.  One could go so far as to say it is still the dominant digital marketing medium. It begs the question “why don’t more professionals put more effort into making it a central part of […]
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"Be Someone" if you want to stand out and succeed.
by Tony Vidler        A professional service business built around a product is not a good service business.   A professional service business should be built around either the “service” part, or the “professional” part.  Or perhaps both.   Many of todays professionals seem to still not get it though, and think marketing is about […]
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Showing gratitude: Do your clients know that you value them?
by Tony Vidler        Silent gratitude achieves nothing.   Yet, gratitude is one of the most powerful emotions because it highlights to others that you value them, or what they have done.   But gratitude is worthless if you never express it.   It also happens to be one of the most simple ways of […]
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Good? Fast? or Cheap? What sort of advice is it going to be?
by Tony Vidler        A few years ago a university in New Zealand conducted a study to find out where consumers were turning to for financial advice. At the time they found that the number one source of financial advice for most respondents was “newspapers and media”.   For 29% of the population that was […]
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10 Ways To Build Trust With Prospective Clients
by Tony Vidler        Trust is built over time.  It is earned.  It is not given automatically to most professionals by most prospective clients at the outset. That’s a reality.   The very best we can hope for when someone doesn’t really know us yet is to be trusted enough to be given a chance to prove […]
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You know it is time to review the marketing plan when…
by Tony Vidler        It seems advisers think this is the time of the year to review their marketing plan…but perhaps any time of the year is the “right” time to review it?   The “right time” to review your marketing plan is when it isn’t providing the results you wanted, or needed in your […]
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When you cannot think of a better way to market yourself, try this…
by Tony Vidler        When all else fails and you are at a loss to market your particular value as an adviser, the safest marketing path is to sell “convenience”.   We all know, because we all do it, it is simply more convenient to go to the supermarket than an array of specialty shops.  […]
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Could Advisers Be DRIVING Revenue To Online Providers?
by Tony Vidler        I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business?   A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]
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