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10 Steps To Programming Referrals From Clients
by Tony Vidler        Getting referrals from clients is usually a very hit & miss thing for advisers…IF they remember to put the issue on the table at all.  Largely this is an issue created by not being systematic about obtaining leads from our satisfied customers.   Part of the reason for not being systematic […]
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Figure Out Where To Compete In “Online Search”
by Tony Vidler        Online search matters for every professional today, no matter what sort of practice they are trying to build or what type of clients they are trying to attract.   It matters even if you think you aren’t using digital marketing tactics.    Because even if you are marketing in traditional (offline) […]
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Fix the prospecting problem forever
by Tony Vidler        You can fix all prospecting problems forever if you generate enough referrals.  It is that simple.  Get this right, and prospecting problems are non-existent, as the number one source of professional prospecting is going to be “word of mouth” for some time to come.   The theory on getting more refrrals […]
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Taking advantage of Online Reviews
by Tony Vidler        Online reviews of virtually everything – including professional advisers – are now part of the landscape.  You can choose it ignore them, but they won’t ignore you.   Consumers are used to leaving their opinion about their service experience on LinkedIn, Facebook, Tripadvisor and a thousand others…and they will increasingly leave […]
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Understanding why people buy…anything.
by Tony Vidler        When it comes to advising clients to change course or do something new we should remember the reasons why people buy anything, including “advice”.  If we want our advice to be effective (and lead the client to do something better than they are currently doing) then it is best to make […]
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A 15 Step Plan For Creating Constant Referrals
by Tony Vidler          The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly. To do this successfully – especially with a number of COI’s – there 15 steps you have to work through.   It is a simple idea, and like so […]
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growing-a-practice
Does “Growing” Really Mean “More Clients”?
by Tony Vidler        Just about every adviser says they want to be growing their business and need more clients….and they also want fresh ideas; the business satisfaction of solving new problems for new people; they want to do something NEW.   So they say they want more clients plus more interesting work plus more […]
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Why should they choose you?
by Tony Vidler        If you want ideal prospects to choose you over any number of other highly qualified professional advisers then you must have the ability to succinctly articulate what makes working with you special.  Why should they choose you? This is often referred to as having a “Unique Selling Proposition”, or USP.  While the […]
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Use This If You Want Consumers Attention Quickly
by Tony Vidler        If you really want to reach out and connect with prospects and get consumers attention quickly then it makes sense to look at using the communications method that they overwhelmingly majority prefer: text messaging.   SMS. Text. Texting.  Call it what you will…study after study shows the effectiveness both in terms […]
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A Value Proposition is simply about the value for THEM
by Tony Vidler        Financial advisers generally struggle to create a value proposition that accurately expresses how they work differently, or what makes them special compared to others.   It isn’t that they don’t have points of difference, or that they struggle to put ideas into words…generally they are very good at both. Each adviser has […]
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