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The best way to manage emotional clients
by Tony Vidler There comes a time for all of us when we find ourselves dealing with a client who is not acting rationally, or logically, and is driven by their emotions. It’s tough to handle isn’t it? There is every risk that whatever you do will be seen as confrontational, or dismissive […]
4 Ways to make your emails effective marketing tools!
by Tony Vidler There is no doubt that the most frequently used method of business communication today is still email. One could go so far as to say it is still the dominant digital marketing medium. It begs the question “why don’t more professionals put more effort into making it a central part of […]
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 […]
You know it is time to review the marketing plan when…
by Tony Vidler It seems advisers think this is the time of the year to review their marketing plan…but perhaps any time of the year is the “right” time to review it? The “right time” to review your marketing plan is when it isn’t providing the results you wanted, or needed in your […]
Does Social Media ACTUALLY work for financial advisers?
by Tony Vidler It seems the question is still being asked by most advisers on social media: does it actually work in growing an advisory business? Remarkably, most professionals that I meet and talk to still consider social media to be some sort of “teenager or millennial thing”, or “something which doesn’t seem […]
by Tony Vidler One of the primary functions of the professional adviser is to influence people to make change. Or sometimes, influence them not to change things. Our role is to manage client behaviour to help generate the desired outcomes that clients want. We must get them to act, or not act, in order to […]
by Tony Vidler Here’s a tip you’ll love for improving personal productivity: take more time off if you want to do more business! Clearly you cannot take that advice to an extreme and take the entire year off….there will definitely be a point where “time off” results in diminishing returns….BUT… To really […]
An old-school attention-grabbing technique that still works!
by Tony Vidler In the bid to cut through the clutter and noise that surrounds prospects today we often overlook the simple things that used to work – and still will work if we use them. In fact, arguably some of the old-school marketing techniques are potentially more useful in the digital world simply because […]
by Tony Vidler If you want to get found – and chosen – by prospects you really need to nail that LinkedIn profile! It is the easiest – and cheapest – way to get a good online presence if a prospect does decide to check you out (and most do I’d guess). Surprisingly […]
by Tony Vidler Facebook…love it or loathe it….it matters in creating an online brand. In the serious world of professional services with all its technical jargon, graphs, charts, acronyms and incredibly dull stuff as far as the average consumer is concerned, Facebook presents an opportunity to showcase individuals as unique personalities. Therein […]