Sales & Marketing for Professional Services

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Make your professional designations mean something to clients
by Tony Vidler        Why aren’t more financial advisers using their professional designations and qualifications better? There is no doubt that there has been an increasing proportion of advisers pursuing professional designations, and an increasing number of niche choices in doing so, and there are more advisers with more acronyms than ever before.   Do […]
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Is Your Marketing Budget As Big As Your Dream?
by Tony Vidler        Nobody likes a budget – even financial advisers don’t. But a marketing budget for your business is a good budget…it’s an investment in growth.  Even well established advisory firms usually want growth as they usually  want to do more business with higher value and more challenging client cases. For early stage […]
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How much TIME do super-successful advisers spend on marketing?
by Tony Vidler        How much an adviser should spend on marketing is a perennial question with an expectation that there is a definitive $ or % answer.   There isn’t.  So the better question is how much time should an adviser spend on marketing.   We know that time is money.  We know that […]
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Take a look at Twitter if you want new ideas
by Tony Vidler        If you want new ideas for how to develope your business or inspiration for your own content marketing then you really should look at Twitter.  It is a platform that many advisers have simply ignored as far as I can see, but it is well worth taking a look at.   […]
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your-audience
Why you should think of Prospects as “an Audience”
by Tony Vidler        The dominance of mobile search means prospects will typically first engage with you or your brand because of the content you’ve posted online.  So who is your content for?  It is essential to understand who your audience is.  Maybe even more importantly you must continually think of those prospective future clientele […]
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produce-videos
How To Produce Your Own Videos In The Office
by Tony Vidler        I’ve lost track of how many times I’m asked “how do you produce your own videos that you put out each week?”   The ugly truth is that I spend twice as long figuring out what I want to produce a video about than I do figuring out what I am […]
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equitable-business-alliances
Creating Equitable Referral Alliances
by Tony Vidler        For referral alliances to be sustainable both parties must feel that the alliance is equitable.  If one party keeps getting more out of it than the other, is that alliance likely to last long term?   One party at some point is going to feel that the relationship is rather one-sided […]
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5 Big Reasons Why Marketing Campaigns Fail
by Tony Vidler        We learn as we go in professional services, and that is especially true when it comes to analysing why marketing campaigns “fail”. To be fair, few of us are trained in marketing at all so we do have to figure it out as we go along, and there is a lot of […]
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How To Become A Recognised Expert
by Tony Vidler        Many financial advisers would like to become a recognised expert in a particular area, and for many of them this is a genuine opportunity which they should pursue. The competency, depth of knowledge or mastery of subject, and professionalism are all there more often than not.  They are already actually experts […]
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your-value-proposition
Answer The 3 Questions That Help Them Choose You
by Tony Vidler        Your marketing objective is simple: Help ideal clients choose you.   The most important word in that sentence was “help“, and that is very different to “convince“, which is the typical marketing approach.  A great marketing process helps prospects move along the buying (decision-making) path by pre-empting their concerns and need […]
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