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financial advisers asking for referrals
How to get the RIGHT referrals
by Tony Vidler        We begin with the assumption that you deserve referrals….and thereafter it becomes a process of determining how best to position for the right referrals.   It is important that you generate the right sort of prospective new clients as not all prospects become the right clients for your firm, and you […]
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How to explain your Process and Fee to clients
by Tony Vidler        Many advisers have difficulty explaining their fee basis, and the client advice process, in a clear and logical way.   It becomes a barrier to engaging clients, and undermines our professional image, when we fumble and stumble on a fairly straightforward part of being in business.   As with most things […]
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visuals-sell
Use Visuals To “Pre-Sell” Bad News
by Tony Vidler        Disclaimers and fine print don’t ever really help in selling, and visuals or graphics nearly always do.   Nowhere is this more true than when you want to manage client expectations and “pre-sell” what is likely to happen in the future so that everyone avoids nasty surprises…or…so that everyone recognises opportunities! […]
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new-connections-linkedin
Engage With Your New Connections To Get On With Business
by Tony Vidler        So you have some new connections on LinkedIn…congratulations.   What now?  Or rather, what next?   Making new connections via LinkedIn is great…but it is better if you can take those new connections and turn them into meaningful engagement and conversation. It is a business-to-business platform after all, isn’t it?   […]
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coach-your-people-to-grow
How To Coach Your People To Greater Success
by Tony Vidler        One of the best ways to improve results for your firm is to coach your people to greater levels of professional and personal success, rather than merely “managing” them.   There is a huge difference between coaching and managing…and while managing has its place, it is actually only one aspect of […]
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next-year-planning
Focus On 3 Things To Make Next Year The Best Year Ever
by Tony Vidler        There are so many things you COULD plan to work on to improve next year, but what REALLY matters?   It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly busy working “on” your business to accelerate its growth, but […]
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be-second-not-first
Being A Thought Leader Does Not Mean “Being First”
by Tony Vidler        Creating a position as a thought leader is superb marketing for professionals, and all too often they confuse “being a thought leader” with simply “being there”.   The rush to be “first” to express an opinion or provide insight often produces disappointing results for the audience and the would-be-thought-leader.  The urgency […]
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online-review-of-adviser
Taking advantage of Online Reviews of YOU
by Tony Vidler        Online reviews of virtually everything – including professional advisers – are now part of the landscape.  They aren’t “coming”…they are here now and gathering momentum.   Consumers are used to leaving their opinion about their service experience on Menumania, Tripadvisor and a thousand others…and they will increasingly leave their opinions online […]
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SEO
Figure Out Where To Compete In “Search”
by Tony Vidler        Online search matters for every professional today, no matter what sort of practice they are trying to build or what type of clients they are trying to attract.   It matters even if you think you aren’t using digital marketing tactics.    Because even if you are marketing in traditional (offline) […]
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facebook-prospecting
The Better Way To Advertise On Facebook
by Tony Vidler        If you want to reach retail prospects to turn into clients then Facebook can be a very effective audience-building tool, and there are a number of ways to go about creating that audience and getting engagement.  One of the methods is advertising on Facebook.   If that is a good option […]
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