Sales & Marketing for Professional Services

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building-centres-of-influence
Are You PLANNING To Build Influencers?
by Tony Vidler        For an industry focused on planning, advisers have a tendency to forget planning how they will build their influencers.   I know that sounds like a heck of a generalisation, however it is one founded upon my own experience with advisers. Developing a centre-of-influence is often approached enthusiastically and with all […]
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ideal-prospects-call-you
Getting to the point where “Ideal Prospects Call Me!”
by Tony Vidler        Who doesn’t want to be getting to the point where “ideal prospects call me” – and preferably continuously.  Being so busy with new client opportunities that you just can’t handle them….So many incoming calls from ideal prospects in fact that we have to put our fees up just to control the […]
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marketing-never-stops
Marketing NEVER Stops For Today’s Adviser
by Tony Vidler        I was asked “when should I slow down or stop the marketing?” Answer: “Your marketing never stops.  Never.”   The rationale behind the question was the adviser has a good and large business – there are enough clients right now.  So it wasn’t a stupid question by any stretch.  But here […]
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subject-lines-are-headlines
The Formula For Writing Winning Headlines
by Tony Vidler        Coming up with a winning headline or subject line is the first objective when writing for clients or prospects.  Anything else we have to say in the body of the message just doesn’t really matter if we can’t get their attention and engagement first.   Whether we are writing for a […]
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more referrals from being thoughtful
Thoughtful Thank You’s Generate More Referrals
by Tony Vidler          Getting more referrals from existing clients and relationships is often a challenge, but you can generate more referrals from past referrers with a little more thought.   Being thoughtful about expressing gratitude extends beyond “what is an appropriate gift”.  Being thoughtful about how you deliver a gift and how you […]
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5 easy ideas to get a BIG Practice performance difference
by Tony Vidler        Into a new financial year and many advisers are wondering how to make a big practice performance difference without incurring significant extra costs or making dramatic changes after such a tumultuous last year or so.  The good news is that it is amazing how some really simple and relatively small things […]
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business owner to business owner
Peer-To-Peer Marketing: it’s just one Business Owner to another
by Tony Vidler        Research keeps telling us that peer-to-peer marketing, or old fashioned word-of-mouth advertising and recommendations, is still the most effective form of marketing there is.  Virtually no discriminating consumer today trusts advertising – and virtually all consumers who are prospective professional services clients are discriminating in that they are increasingly selective, wary […]
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telephone track closing
Getting the right style and structure for an effective telephone track
by Tony Vidler        Being able to build an effective telephone track is a core skill for any adviser, and yet, so few seem to understand how to build one.  It is perhaps one of those “lost sales skills” from the last decade or so, where new entrants into the advice industry have veered away […]
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give away for recommendation
Little Giveaways Can Generate Recomendations
by Tony Vidler        If you want to generate recommendations from clients and prospects it pays to understand how it is a different process from getting referrals, and if referrals are “the gold medal” then recommendations are the “silver”.  Not the ultimate perhaps, but well worth having, and arguable a little easier to get.   […]
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what's in it for me
Answer the only question that matters and prospects will give you what you want
by Tony Vidler        The only question that matters to prospects is “W.I.I.F.M?”  The big “what’s in it for me?” question is the only question that matters when we are dealing with a prospective customer…someone who WE want to talk more to, but who doesn’t yet want to talk to us.   So what is […]
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