Sales & Marketing for Professional Services

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advertising for lead generation
Is Advertising For Lead Generation Dead?
by Tony Vidler        I’ve been running a terribly unscientific survey to find out if advertising for lead generation is dead for todays financial advisers.  Basically the deeply analytical process has consisted of me asking advisers continually for the last couple of years whether they are doing any advertising, and what results in the way […]
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Making Social Media ACTUALLY work for your Advisory Firm
by Tony Vidler        Once you’ve bought into its potential the small matter of making social media work and produce results for your advisory firm becomes the burning question.   Accepting its potential for marketing your business is one thing, but deciding HOW you are going to do so is quite another.  But even before […]
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using social media for business
What I’ve learned while using social media for business
by Tony Vidler        I’ve been using social media for business to market myself and my services for quite a while now, and it has totally helped. No doubt about it. Social media has been good for marketing my business and building a profile way beyond what I anticipated.  The thing that many professionals simply […]
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telephone track closing
How to close out the phone call to get your desired action
by Tony Vidler        Bringing the phone call to a close successfully, and achieving your initial objective, is the ultimate point of a structured telephone track.   It is the end goal.   There is just a little bit of thought and structure to it – but not too much – and it is probably […]
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get noticed by your prospect
7 EASY Ways To Use Social Media For Prospecting
by Tony Vidler        I remain amazed that there are still financial advisers who say they do not see the point of social media when it comes to their business. Most of those advisers also keep saying that they could do with more prospects and customers.  Is there any chance that these two concepts might […]
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telephone track sttyle and structure
How to get the listener’s interest on the phone
by Tony Vidler        Generating the listener’s interest in your message is the single most critical element in an effective telephone track, and like each part of a well organised track there structure and technique in how to achieve it.   As I have stressed throughout this mini-series, there is structure and methodology in building […]
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If you’re converting only 1 in 10 prospects you have a problem
by Tony Vidler        There was a time when converting 10% of your prospects was the path to career success as a financial adviser.  Hard to believe perhaps, but true.  Everyone starting in a sales role was told to just “see the people, see the people, see the people!”? The expectation was that our fame and fortune […]
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content marketing for financial advisors
Sharing your content: how much leg should you show?
by Tony Vidler        When it comes to content sharing, how much is too much?  Or not enough?  To use the old and incredibly politically incorrect line: “how much leg should a lady show?”    General disclaimer to begin with: I m not inviting allegations of sexism and general trashing of whatever reputation I have […]
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telephone track closing
Getting attention & positive engagement on the phone
by Tony Vidler        There is some methodology to getting a listeners attention and positive engagement on the telephone…it isn’t just good luck!   Of course, there is structure and methodology in building effective and entire telephone track.  It should be a core skill for any adviser, and yet, so few seem to understand how […]
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what is value
What IS value to your prospect?
by Tony Vidler        It may seem an obvious question; but do you know what “value” IS to your prospective clients?   Value can be determined by any individual in any number of ways of course, and what is valuable to one person is not necessarily so to another. Or what is valuable at one […]
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