Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 7598927, Twitter: 14013, LinkedIn: 689
Target Marketing? Follow the seam of gold if you find it, but don’t spend money looking for it
by Tony Vidler Whenever I hear advisers talk about target marketing they seem to think it is an “either/or” choice. One has to be focussed on the ideal client only and ignore everyone else, or alternatively, you have to be focussed on dealing with as many potential clients as possible and give up on […]
Your key for unlocking endless creative content ideas
by Tony Vidler How we engage with prospective customers has changed fundamentally in the last few years, and smart operators know that delivering engagement and meaningful content is critical to establishing authority, credibility and relevance for your target market. In fact, ongoing engagement while consumers choose when they will engage is 90% of the […]
Your brilliance doesn’t matter as much as who you know
by Tony Vidler There’s too much emphasis now placed upon “what you know“. I know…I know…heresy! But here’s a radical thought: most professional advisers today actually know enough. Sure, we always need to improve and there’s always more to learn and continuous learning is simply a part of being a professional…BUT…the balance between […]
Different communications are methods needed for different clients
by Tony Vidler Different people learn and comprehend in different ways, and different sorts of clients need different sorts of communications methods and styles if messaging is to be truly effective. One size really does not fit all. A Little while ago LIMRA did some research on preferred methods of communications by […]
Giving is good for business, so why not do it all year?
by Tony Vidler It’s a distant memory I’m sure, but one of the things that everyone loves about the Christmas holiday season is it becomes noticeable that many folk relax just a little bit more….give others a bit more time and leeway…become just a little more charitable….and of course there are the client gifts. […]
by Tony Vidler There are 10 big steps to developing an effective marketing plan. “Effective” in this context means a marketing plan which will get you enough of the right sort of customers for the resources you have available. Getting results with the limited time and money you have in other words. The […]
by Tony Vidler “Our clients did business elsewhere and didn’t call us to do it – Why?” How often do we hear this from advisers? Maybe you aren’t very good, or maybe they just don’t like you. Maybe that is why…but then, why would they have ever done business with you in […]
3 Reasons Why Professionals Should Be Using Twitter
by Tony Vidler It seems to be one of the least understood social media channels in the professional services world, and barely (or poorly?) used by many. For any professional looking to build an audience and a personal brand centred on being an authority, or expert, in a particular area it is a […]
by Tony Vidler When people go to the hardware store and buy a fantastic electric drill they are not usually terribly interested in the drill itself. They want a hole. This is an elementary truth about consumers buying behaviour They buy products for what the products can do for them, not because […]
Imagine if we were REALLY 100% honest with clients
by Tony Vidler Total honesty with clients is a wonderful idea….but 100% honesty in all things with clients would kill us commercially. And frankly the consumers, regulators and politicians wouldn’t like it much….despite how much they ask for 100% honesty in all things. Don’t get me wrong: I believe in full transparency and […]