Sales & Marketing for Professional Services

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Sales management is more than “make the troops jump through hoops”
by Tony Vidler        The majority of professionals running practices have superb technical competency, and often have significant commercial management skills, but a very common shortcoming is “Sales Management” experience or skills. The typical result of this shortcoming is that management of the revenue producers in a professional practice becomes a matter of making the […]
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Let Your Prospects Try-Before-They-Buy
by Tony Vidler        “try before you buy” is a great way of removing risk for a consumer from a big purchasing decision, isn’t it? We can learn from the retail sector here because they figured this out years ago.  One of the toughest challenges is getting customers to switch brands or products. You know […]
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Word of Mouth marketing is still where it is at!
by Tony Vidler        Word of mouth marketing is more important than ever despite the value of digital and social media.  Digital and social are immensely valuable in creating an audience and engaging with prospective customers…BUT… Word-of-mouth marketing is still where it’s at in financial services when it comes to prospecting and converting those prospects […]
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How to get your prospects attention…and keep it.
by Tony Vidler        Sad but true apparently: The average Goldfish has a greater attention span than the average human reader. That presents a bit of a challenge when it comes to us getting prospects’ attention and then holding it long enough to make our point and get them interested in engaging with us. If […]
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When clients say “too expensive” there is a value gap
by Tony Vidler        If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”.  When a client says “too expensive” YOU you haven’t done your job…there is a gap between the value being delivered and value being perceived by the client.  A value gap […]
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What are we really “selling” in Professional Services?
by Tony Vidler        It is a simple enough question but knowing what we are REALLY selling makes a profound difference to an advisers’ business success. So what are we really selling?   People in the industry tend to answer by saying “product”….people think they are selling insurance product, or wealth creation products, or taxation products….or […]
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How Effective is Advertising For Lead Generation?
by Tony Vidler        Lead generation advertising is one of those things that every firm considers and is willing to do…but only if they are confident it will work.  And every firm has seen too much of it that doesn’t work to have confidence in spending big money on lead generation advertising. Yet, there is […]
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A Value Creation Model For Advisory Firms
by Tony Vidler        Challenging times test whether we are truly delivering value, and whether we have a good value creation model for the advisory firm.  Is the practice focussed upon the areas where it can improve in its value delivery to clients…does it even know which areas they are?  Where do we need to […]
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What financial advisers do
Note to self: Must take charge of my own brand
by Tony Vidler        I listened to a good friend, who is also a client and a good centre of influence and an advocate, explain what I do to someone else.  End result: I must take charge of my own brand, because this experience provided a shining example of why some prospects see us the […]
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What do Life Insurance customers want?
by Tony Vidler        One of the questions that continually vexes professionals is “what do customers want?“ In the life insurance area of financial services the answer is even tougher to find than usual, because insurance for virtually all consumers is an absolute grudge purchase.  When we think about it logically every person who buys […]
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