Sales & Marketing for Professional Services Archives - Page 9 of 41

Who you know matters more than anything else

by Tony Vidler There’s too much emphasis now placed upon “what you know“. Who you know matters more if you want to have a successful business. I know…I know…heresy! (But hear me out). Most professional advisers today actually know enough. Sure, we always need to improve and there’s always more to learn and continuous […]

Why didn’t the client call ME?

by Tony Vidler “Our clients did business with another adviser and didn’t call us to do it – Why?” How often have I heard this from advisers? Too often. It is possible that they just don’t think you are very good, or maybe they just don’t like you. Maybe that is why…but then, why […]

The Magnificent 7: who do you need if you want corporate clients?

by Tony Vidler One of more unusual things that has been observed over the years is that usually there are 7 people you have to get onboard to get a corporate client. Exactly who is in the “Magnificent 7” depends on the size of the firm, and even small firms will often involve 7 […]

Just BECAUSE…..

by Tony Vidler One of the most powerful words in sales and marketing is “because”….and it doesn’t get used enough. …with BECAUSE we can link ideas of logic and emotion. The linking of logic and emotion makes ideas far more powerful and memorable because we can feel and analyse simultaneously. More importantly though it is […]

Social Media: Are you hogging the conversation?

by Tony Vidler You should post on social media once a week. No. You should post 6 times a day! ummmm….how much is right? The short answer is “it depends”. It depends on the platform you are using, and it depends on your target audience and their appetite for content or engagement, and it […]

How do you know when you have a “great practice”?

by Tony Vidler “Great” is so subjective isn’t it? Having a “great practice” is a subjective assessment too…what is great to one adviser might be considered ordinary to another. But the true measure for each (I think) is: “When it is delivering the income and lifestyle that you imagined.” However, that outcome is potentially […]

Improve your sales results with a quick “Kerbside Review”

by Tony Vidler One of the most effective ways to improve sales results is to spend 2 minutes on a reflective process after each client meeting – whether it was a good or bad one. It is the “kerbside review” (I know…USA spelling, but this concept did originate in America I believe!) If we […]

Give Client Gifts That Give Back

by Tony Vidler How much do clients really value the “business gift”? It is a nice gesture and usually generates a level of appreciation…but often it is a very very fleeting moment in the clients’ mind and quickly forgotten. There is a limit to the level of gratitude that can be achieved with a […]

The Maximum Value Zone Of Service For Advisers

by Tony Vidler For many professional services firms delivering value from actively lifting service levels is a means of differentiation, while also creating maximum value for the practice. Improving profitability through service differentiation is good for the practice of course, however it is not a sustainable differentiator in itself which then threatens future profitability. […]

Showing gratitude: Do your clients know that you value them?

by Tony Vidler Silent gratitude achieves nothing. Yet, gratitude is one of the most powerful emotions because it highlights to others that you value them, or what they have done. But gratitude is worthless if you never express it. It also happens to be one of the most simple ways of building client and […]

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