Sales & Marketing for Professional Services Archives - Page 39 of 44

How to work with multiple COI’s from the same sector

by Tony Vidler You have a couple of professionals from different firms in the same sector who you want to have as Centre’s-Of-Influence (COI’s), and most advisers think that is an impossibility. It is absolutely possible though…and I’d go so far as to suggest that it is probably a very good thing and everyone will […]

A simple way to boost your ROI with your daily emails

by Tony Vidler Have you thought about the ROI you get on your daily emails? Probably not, because rarely do we think of the 100 emails we send 1-to-1 daily as “marketing” so we also don’t think of them in terms of the return on investment either. But we should…in fact it might just be […]

One thing we should learn from the Robo’s…

by Tony Vidler Like it or not, we have to accept that the “Robo’s” do some things better than human advisers do…especially when it comes to removing barriers for consumers to engage. If we look at any of the good online retailers or service providers – whether it is in financial services or selling […]

How to make sure email marketing is effective

by Tony Vidler Effective email marketing is a lot tougher now than just 2 or 3 years ago, yet it is still one of the most effective marketing methods available if we get it right. In the old days, say 4 years ago, a good mailing list together with a branded email platform and […]

The Ultimate Personal Brand Position: Own A Word

by Tony Vidler The ultimate goal in building a strong personal brand is to own a word in your target markets mind. It may be own a phrase rather than own “a word” of course, but the point is you want to be KNOWN for something. You want to create a position where your target […]

Got a content problem? Get Google to deliver it…

by Tony Vidler Content marketing is finally starting to gain traction with financial advisers but many struggle with working out what content to share, and most still think they have to create it all themselves. There is significant merit in curating content – sharing other folks great contributions with your audience…you DON’T have to […]

Making LinkedIn Matter In Your Marketing

by Tony Vidler Most professionals have a LinkedIn profile now, but are they making LinkedIn matter when it comes to their marketing? Often they are not effectively utilising the 2 key areas that are searched by Google, being the title section and the summary. That is incredibly valuable online real estate….provided for free…so let’s have […]

How to give COI’s a taste of what you can do

by Tony Vidler One of the most effective things you can do to create confidence and support from prospective Centre’s Of Influence is take them through your client experience. Actually do the job that you do, for the COI. It is incredibly powerful and effective, and the chances are good that you will pick them […]

Why have a WHY video, and what should it cover?

by Tony Vidler There sure a variety of opinions on how a “WHY” video should be constructed, and what you should cover in it. For me, most of the stuff you read and hear about how they should be just doesn’t make sense. That’s probably because I keep thinking about it from the perspective of […]

How clients choose when Advisers all seem the same

by Tony Vidler How do clients choose which adviser to use when to outsiders looking at the profession as a whole, everyone looks about the same? Sure there are individual differences in the human beings, with the full range of beautiful people, and those who are beautiful only to their mothers perhaps, and all […]

Sales & Marketing for Professional Services

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox