Sales & Marketing for Professional Services

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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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social-media-ROI
What is the ROI of having “An Audience”?
by Tony Vidler        While I am a fan of “measuring to manage well”, some things just can’t be measured accurately.  Like having an audience.  How do you even measure the ROI of an audience? That’s why I believe we should forget what the ROI of social media is, in the conventional sense.   Here’s […]
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expertise-marketing
The 1 Big Mistake Professionals Make When Trying To Position As An Expert
by Tony Vidler        One of the greatest ways to attract the type of business you prefer is “Expert Positioning”, and most professionals could position as an expert if they really wanted to.  The reality is that most professionals are experts, and their knowledge should be highly valued…   But very few actually work to […]
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Begin Within: The FIRST Place To Market Your Practice
by Tony Vidler        The first place you should market your practice and your own expertise is inside your own practice. Begin Within.  It is where you will have the most receptive environment for refining and crafting your value proposition and marketing messages, where you can “field test” campaigns and promotional ideas, and most importantly, […]
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centre-of-influence
The 4 Parts To Getting The COI Onboard
by Tony Vidler        Getting the COI onboard requires a fair bit more than a smile and a handshake.  The potential Centre-Of-Influence that you want to network with is the gatekeeper to the clients you want to work with, and there are generally 4 things that stand in the way of them actually letting you […]
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