Sales & Marketing for Professional Services

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Financial Adviser Marketing: Creating Ghost Town’s?
by Tony Vidler        I found this cartoon ages ago and I love it because it so accurately describes a huge marketing mistake that I keep seeing when it comes to financial adviser marketing:   Enormous effort and resource is put into creating wonderful websites, facebook pages and blogs…..then……nothing!   While there is an excellent […]
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25 Words and Phrases that KILL your subject line
by Tony Vidler        We all hear about nthe importance of the subject line in a message, and then spend hours carefully constructing messages and marketing campaigns and thinking that we’ve come up with a winning subject line.  Often however we make the mistake of including one of the words or phrases in the subject […]
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The Madness of Creating Videos Without a Master Plan
by Tony Vidler        A little while ago I participated in a survey on marketing by financial advisers internationally.  The results were intriguing in that clearly there is widespread recognition by advisers of the importance and effectiveness of creating videos as a communication and marketing medium, however there is a disconnect too as the majority […]
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How to do client video testimonials the right way!
by Tony Vidler        Testimonials are good for business – but we all know that. Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far more […]
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Making the move into charging fees for advice
by Tony Vidler        The easiest way for advisers who are worried about trying to charge fees for their expertise or time is to sell a service which is not product related at all.  This seems daunting to the many financial advisers who have “grown up” in an environment where they were paid by commissions […]
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The most preferred, and most effective, client communication tool?
by Tony Vidler        Engaging with clients and prospects is critical to getting the right business from the right people, and there is a surefire client communication winner (still): The humble electronic newsletter.   Let’s begin by thinking about what you are trying to achieve with any client engagement method and you will probably come […]
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how good do you look online
The Basics Of “Looking Good” – Professionally Speaking
by Tony Vidler        These days our image precedes us…people are forming impressions about us from the initial contact and their initial search results.  Those initial searches and follow up emails create a professional image immediately, and hopefully establish a position of credibility (and perhaps authority) in the prospects mind.  It is essential therefore to […]
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Yin and yang of modern marketing
How To Blend Old AND New Marketing Methods: An Example
by Tony Vidler        Old, traditional, marketing methods….or new, modern, methods? Which is best?   Neither are “best”…and both can be pretty effective.  Using the best of both simultaneously though can be fabulous.   Traditional marketing methods mixed with modern technology, data-driven insights and delivery platforms can be extremely effective…in fact using everything is absolutely […]
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creating brand advocates for ongoing referral business
Creating A Culture Of Client Advocacy For Your Practice
by Tony Vidler        In an ideal world all of our ideal clients would become active “brand advocates” for us…client advocacy would be the key driver of growth in our client base, wouldn’t it?  Our clients whey would be so in love with how our advice and expertise has positively changed their world that they’d […]
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how many leads do you need for your marketing
Do you know what you actually need from your marketing?
by Tony Vidler        It might seem like a dumb question: but “How many leads do you need?”   One of the most common questions I get asked is “what sort of marketing should I be doing?”…and my response is “well, how many leads do you need?”   Here’s the point: you can’t begin to […]
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