Sales & Marketing for Professional Services

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The 10 Things To Get Right For COI’s To Start (and Keep) Referring
by Tony Vidler        A great Centre-of-Influence keeps referring…they are not really a COI unless they keep referring.  That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of marketing – especially if you have a few of them.  So identifying a potentially great […]
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What Financial Advisers Are Not Good At
by Tony Vidler        There is something that financial advisers are proving to be not good at doing: That is “Being There”. In this country Statistics NZ compile data from the census every few years and there is a standout statistic that should have financial advisers getting much busier: 7 out of 10 adult consumers […]
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engaging-content
What is the mix of content which is engaging?
by Tony Vidler        As a consumer yourself you know that there is a need to mix up the content if you want to maximise audience engagement, after all, you tune out pretty quickly if someone is posting or sharing the same sort of stuff repeatedly don’t you? Everyone does. Because it becomes boring. To […]
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You are probably closer to being “An Authority” than you realise.
by Tony Vidler        IF you have bought into the key concept of providing good quality content, or information, to prospects in order to engage them until they are ready to use your services, the inevitable question becomes: “what do I provide in the way of content?”   It seems a fair question too. Very […]
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Are you making the most of your email marketing opportunities?
by Tony Vidler        Possibly THE most important marketing tool any adviser has is email.  It is the critical link between marketing and sales….the thing that connects the leads, or opportunities created by your marketing efforts, into engaged prospects and ultimately clients as it is the primary means of moving to personalised advice or engagement.   […]
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Engagement Marketing is not asking “Will you marry me?”
by Tony Vidler        Many financial advisers have not yet grasped the fundamental of engagement marketing, and that is don’t race to ask someone if they want to buy something.  Seems a simple enough concept doesn’t it?  It is akin to asking a brand new dating partner “will you marry me?” when they haven’t yet decided […]
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The Top 20 Adviser Marketing Kitbag Essentials
by Tony Vidler        It would be fair to say that adviser marketing is not a specialty subject for most advisers…they are usually great technicians and deliverers of financial advice and coaching, and they are usually great at selling and relationship management at an individual level.  Not so great at getting the marketing going though…. […]
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The trick to maintaining consistent production
by Tony Vidler        Maintaining consistent production of new revenue isn’t quite a formula – it’s a process thankfully.  The process for continual positive performance is actually relatively straightforward and anybody can understand it and anybody can use it easily, unlike formula’s….   Even in challenging times where there is significant volatility and uncertainty, business continues […]
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Where to begin with creating a Value Proposition?
by Tony Vidler        Creating a compelling Value Proposition is difficult, but if it is achieved it becomes central to a professional’s marketing.   The Value Proposition is in effect your promise to your target market: “This is what I will do for you” is what it says in simple terms.   The problem that […]
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qualifying-a-prospect
Is that Prospect really a prospect?
by Tony Vidler        How do you know if a prospect is really a prospect, or if they are just yanking your chain? We’ve all had the prospects who seem to be engaged but turn out to be complete time-wasters.  They just cannot bring themselves to say “no thanks”.   They cost a ton in […]
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