Sales & Marketing for Professional Services

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single professional body for financial advice
Single would be fantastic!
 by Tony Vidler. I’d best let you down gently right at the beginning – this is not a gleeful little tale of a single persons interesting life. It is about the possibility of one type of “singledom” for an industry, that can result in more people loving it. With all the change and raising of […]
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financial advisor branding
What's in a name?
by Tony Vidler.…that which we call a rose by any other name would smell as sweet. Shakespeare raises an interesting line of thought with that quote:  something is called a particular name only because that is what the majority of humans agreed to call it.  A rose could just as easily have been called a […]
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WOMBAT is the word!
by Tony Vidler. A couple of recent conversations reminded me that there is one single thing that is continually forgotten, or under-utilized, in the marketing efforts of professional advisers – TESTIMONIALS! You may well ask what this has to do with a Wombat – you may even wonder what the heck a Wombat is.  Humor […]
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Alphabet Soup is Unhealthy
 by Tony Vidler. One of the intriguing little debates happening in NZ financial services in recent times has been the use of new (different) acronyms for different types of advisers. Observing the often heated debate got me thinking: who cares? The answer actually surprised me:  I do.  I care.   The incessant bickering, the unnecessary market […]
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The Secret to Valuing Advice
by Tony Vidler. Putting a value upon advice is a tough issue – for advisers and consumers.There is a pretty basic concept as far as “Value” goes for any consumer purchase though, and it can be put into a formula: “Value = Benefits – Cost“ For a consumer something is valuable if the benefits exceed […]
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The challenge of Kiwi DIY for Advisers
by Tony Vidler. Some telling research was done by Dr Claire Matthews of Massey University that highlighted the Kiwi DIY (Do It Yourself) mindset, and the challenges that poses for financial advisers. The research was specifically on “KiwiSaver and Retirement Savings”, and explored some of the issues and attitudes of Kiwi’s. While the research was […]
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