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Use a puzzle to provide clarity to clients!
by Tony Vidler How often do financial advisers struggle to explain to prospective clients, or audiences at large, what it is they do? Providing clarity so that clients do not struggle to understand the explanation must be the objective, surely? This diagram pictured on the left is an excellent tool that works well (even […]
by Tony Vidler For many professional services firms delivering value from actively lifting service levels is also a means of differentiation from the competition – and it is an excellent strategy that leads to a good business. The zone of maximum potential value for a services firm though is elevated service levels over […]
Value is not Black and White, it is Shades of Grey
by Tony Vidler At the most basic level “Value” can easily be defined: Value is Benefits less Costs. That simple definition doesn’t highlight the enormous range of definitions for “Benefits” though, which is why trying to understand what value is results in everyone seeing a different shade of grey. The range of […]
by Tony Vidler You are ALWAYS competing to have the next prospective client choose you. In fact, even with existing clients who are still deciding on whether to follow the next piece of advise, there is a decision being made about whether to choose to follow it…or choose “you” as it were. We are […]
by Tony Vidler Where do you start when it is time to get a makeover for your business? How do you even know when to do it? Well I’d suggest “when” is driven by whether your business is growing at the rate you expect, and attracting new clients. If it isn’t achieving that, then […]
by Tony Vidler As more professionals start to tap into the power and reach of social media a common question is “how do I get more people following me?” There are a lot of ways to create an audience of course, but there is one method which doesn’t get spoken of very […]
Sales management is more than “make the troops jump through hoops”
by Tony Vidler The majority of professionals running practices have superb technical competency, and often have significant commercial management skills, but a very common shortcoming is “Sales Management” experience or skills. The typical result of this shortcoming is that management of the revenue producers in a professional practice becomes a matter of making […]
by Tony Vidler I am a professional. I am a salesman. These two things are not contradictory. I sell stuff. It seems like I’m selling my time these days…sometimes a product….sometimes it is just selling concepts and possibilities. But I sell. And I think I am a professional too. Why do we […]
It’s a No Brainer: You should already be using Digital Marketing
by Tony Vidler I still have conversations with advisers about whether they should be using digital marketing. There are a lot of financial advisers still sitting on the fence when it comes to incorporating digital into the marketing mix, but it really is a no brainer. The perpetual marketing challenge is to get […]
by Tony Vidler Giving promotional items as “thank you’s” is not as straightforward as many professionals seem to think. The promo gift seems more often to be “promo” than “gift”. I’d suggest that is a waste of money in the main, as most consumers today are very quick indeed to dump stuff that […]