Sales & Marketing for Professional Services Archives - Page 22 of 41

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

Taking Charge Of Our Digital Moments Of Truth

by Tony Vidler So much is done via digital engagement today by our clients and prospects that there literally hundreds of “digital moments of truth” for our practice on a daily basis. A “moment of truth” is that instant during interaction with our firm when a customers expectations are tested. The rise of digital interaction […]

4 Ways To Create Attention-Grabbing Headlines

by Tony Vidler The headline does all the work of grabbing attention to begin with, and if you don’t grab attention then there is no chance of having a prospective client decide to engage with your marketing. The logic is pretty simple really. The buying journey for any consumer begins with someone getting […]

Niche or Nest Marketing: Which is Best?

by Tony Vidler Niche marketing and nest marketing are concepts which are often confused, or referred to interchangably, by advisers. They are not the same thing, and they are also not even mutually exclusive: you can do both of course. In fact I’d challenge the view that professionals should find “A” niche…why wouldn’t you […]

Sales & Marketing for Professional Services

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox