Sales & Marketing for Professional Services

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Your Marketing Tactics? Well, it depends…
by Tony Vidler        Which marketing tactics are worth considering for your professional promotion largely comes down at the start to being clear about your desired positioning.  Are you wanting to be seen as a “General Practitioner” or are you trying to establish a position as a “Specialist” for a start?   The tactics that […]
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effective-email-marketing
How to make Email Marketing even more effective
by Tony Vidler        Email marketing is a proven winner if done well, and one which is almost made for professional services firms to use more effectively than other sectors perhaps   There are some fundamentals which go into making any email marketing campaign good of course, and we cover some of those in this […]
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marketing-what-you-do
Are You “Marketing” The Right Message?
by Tony Vidler        Do you know what business you are in? Are you clear on what you achieve for customers?   Does your marketing message reinforce that?   Are you marketing what it is you actually DO, rather than what you know or who you are…or worse: you are marketing some other businesses products […]
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new-clients
Getting A New Client Begins With 1 Thing….
by Tony Vidler        When I ask advisers what is the number 1 thing in getting a new client I nearly always get an answer linked to marketing…the new client needs to be found via one method or another.  I see the logic of that answer, but disagree with it.  A prospect is found via marketing […]
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personalize-engagement
Adviser Marketing: Personalise or Perish
by Tony Vidler        Everyone today wants “it” to be about them.  They expect personalisation in our contact with them.  For financial adviser marketing then it really does come down to “personalise or perish” – with perishing meaning you vanish from your target markets mind. You cease to exist for them in reality, and am therefore […]
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referral-generation
Get More Referrals With Repetition
by Tony Vidler        Getting more referrals is a bit of a Holy Grail for most advisers.  Referrals are gold and we all know that, yet it seems so hard for so many professionals to create consistent and constant referral business.  We know that referrals remain the most powerful marketing despite the plethora of advertising and […]
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We should be using more video with email
by Tony Vidler        If you aren’t using video with email to educate and engage clients and prospects yet, why not?   It seems an odd thing with everyone having smart phones that can take high quality video’s on the spot, and with everyone also drafting and sending perhaps a 100 emails a day, but […]
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e-advisor-technology
The Rise & Rise Of The e-Adviser
by Tony Vidler        There appears to be research from larger markets such as the USA to suggest there is a new type of financial adviser out there, dubbed the “e-Adviser”, who is winning way more business than other advisers are.   An e-Adviser is not a robo-adviser either….thought I would just get that one […]
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get-attention
8 Seconds to Get – or Lose – Your Prospect. Maybe less.
by Tony Vidler        You will get or lose your prospect – your potential future client – in just 8 seconds….well, actually it is a lot less than that.  The clock is ticking…and a lot faster than you realise.   In reality you have 3 seconds or less to get them to engage with you and […]
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adviser-value
What Problems Do You Solve?
by Tony Vidler        In the struggle for professionals to define a value proposition asking “What problems do we solve?”  is probably the best place to begin. It is a simple question for sure, but it cuts to the chase.  It helps us zero in on what it is we actually achieve for clients.  We can […]
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