Sales & Marketing for Professional Services Archives - Page 14 of 41

A surefire way to get a Prospect to choose You!

by Tony Vidler You are ALWAYS competing to have the next prospective client choose you. In fact, even with existing clients who are still deciding on whether to follow the next piece of advise, there is a decision being made about whether to choose to follow it…or choose “you” as it were. We are […]

How will this year be better?

by Tony Vidler Just one question should be dominating practitioners minds at this stage of the year: How will this year be better? HOW is the critical word here. Advisers are usually great at setting goals and targets. They are great at analysing and doing the numbers that tell them what activity at […]

When it is time for a business name makeover?

by Tony Vidler Where do you start when it is time to get a makeover for your business? Change the business name? How do you even know when to think about it seriously? The “when” is driven by whether your business is growing at the rate you expect, and attracting new clients. If it […]

How to create more compelling offers

by Tony Vidler What financial advisers do is valuable, but it is often not compelling. To creating more compelling offers we need to bring the long term into short term focus, and the secret to that is defining short term gain. Because retirement is so far away…there’s plenty of time to do stuff, right? […]

When Social Media Marketing Sucks

by Tony Vidler A lot of advisers tell me that social media marketing sucks for financial services. They know, because they have been trying to market themselves using social media and the results are not good for them. If it isn’t working it must suck, right? “Working” generally means “getting new prospects or […]

5 Points That Align Interests For The Adviser AND The Firm

by Tony Vidler A key to success for an advisory firm hiring other advisers is making sure that you align the interests of both parties. That is, getting the behaviour you want as an employer while ensuring that the new adviser is most likely to be getting the outcomes they want too. There […]

Know, Like or Trust? Where do you start?

by Tony Vidler By now pretty much everyone has got the mantra that people do business with people that they know, like and trust, but which comes first? Where do you start? the Know, Like or Trust? Simple questions perhaps, however when you are first meeting prospective clients and know full well that […]

A Good Financial Planner MUST Consider Risk Management

by Tony Vidler Financial planners who do not tackle risk management issues thoroughly for clients do the clients a disservice. A good financial planner must be factoring personal risk management into their planning for clients. Perhaps that is a little challenging to some, however too many financial planners simply do not include risk […]

How To Crack The Content Creation Conundrum

by Tony Vidler Content Creation appears to be the Number 1 barrier for professionals wanting to use digital marketing tactics. Inevitably I seem to hear “……Yeah, I think social media would be useful….but I have nothing to write about and nothing to say….“ Creating content is an issue. Just as big an […]

Brainstorming for fact finding financial advice

How to challenge clients thinking without being confrontational

by Tony Vidler Perhaps the toughest task any adviser faces is to challenge clients’ own thinking, but without getting into a confrontation that threatens the entire relationship. Most of us find ourselves occasionally dealing with a client who already thinks they know the answers – they haven’t come to us for advice, they have […]

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