Sales & Marketing for Professional Services

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cold-calling-is-dead
Cold calling just ain’t social enough
by Tony Vidler        “Advisers are finding success using social sites to cull prospects, build their brand, communicate with clients and improve their referral network”    Apparently some 85% of advisers in the US are now actively using social media, and while I am mildly surprised by this result as it is higher than I […]
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The Number 1 Negotiating “Skill” That Advisers Need
by Tony Vidler        Every adviser needs to use negotiating skill every day…if not every single meeting in every day. We are constantly negotiating with all stakeholders of course but it is the constant negotiating with clients, or on behalf of clients, that often becomes a source of stress and angst for all parties, with […]
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socialising with clients
Socialise With Key Clients And Get More Business
by Tony Vidler        We know intuitively that when we socialise with key clients it builds trust and ultimately we get more business. More conversations create more opportunities, right?   What we don’t know though is how much more business it leads to…so we often wonder how much more we should socialise with key clients, […]
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center of influence referral marketing
Bring Back The Long Lunch…it will be good for your business!
by Tony Vidler        Tom Peters suggested many years ago that one of the most effective marketing activities a professional could engage in were weekday lunches. 250 of them in fact over the course of the year.     That is perhaps a bit excessive in today’s environment (and for ageing waistlines), but the concept […]
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multiple-COI's
How to work with multiple COI’s in the same sector
by Tony Vidler        Is it possible to work successfully with multiple COI’s (centre’s of influence) from the same sector?  Many professionals would say “no”…or they do to me anyway.  The feeling is that if the COI’s are competitors then one has to choose just one to work with.   That is partially true – […]
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making-marketing-a-machine
Make Your Marketing A Money Machine
by Tony Vidler        One of the essentials for practice growth is to build a marketing machine that keeps producing money.  A money machine which is a combination of mini-systems and components that keeps the whole motor running at full speed.   Most professionals have elements of the marketing machine…but just elements.  They haven’t built […]
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Create Effective Advertising By Starting With These 2 Things
by Tony Vidler        At some point every adviser struggles to create effective advertising. It’s not our coe skill of course, but typically the “struggle” is because 2 really big things are overlooked…   Why are you doing it in the first place? Who are you doing it to attract?   All the hard work […]
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differentiate
Dependability: Is it a differentiator?
by Tony Vidler        While talking to a very experienced and successful adviser I asked him what he put his phenomenal success down to.   He said: “I am dependable”. As simple as that…a 40 year record of happy clients and success in financial services is summed up.   He doesn’t claim to be the […]
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not-creative
An easy way to create content when you don’t feel creative
by Tony Vidler        Building an engaged audience of future prospects requires us to create content in todays environment.  We need to feed the search engine machines, and we need to continually deliver content which educates or empowers those with whom we wish to do business.  They take time to decide who to choose to […]
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do-you-know-your-customer
Re-think what you THINK you know about clients
by Tony Vidler        Is it time for financial advisers to re-think what they think they know about clients?   Insurance is sold, it isn’t bought, right?   People don’t value advice, right?   Really?   I know from personal experience – both as an adviser and a coach working with advisers – that clients […]
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