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5 Tips for selling, or buying, a practice.
by Tony Vidler There are a number of traps that professionals consistently fall into when selling (or buying) a book of business. The mistakes are so consistent and prevalent that there is are some golden rules evolving on how to make sure any sale is successful. The Top 5 are: 1. Get […]
by Tony Vidler How often do financial advisers struggle to explain to prospective clients, or audiences at large, what it is they do? Providing clarity so that clients do not struggle to understand the explanation must be the objective, surely? This diagram pictured on the left is an excellent tool that works well (even […]
Full Transparency: It pays to keep some secrets from clients
by Tony Vidler In this age of complete transparency for professional services there is a tendency to tell clients everything…and there are just some things you shouldn’t tell them in advance. If you want to give yourself a reasonable chance of creating clients who are a little surprised and delighted with your service […]
by Tony Vidler You are ALWAYS competing to have the next prospective client choose you. In fact, even with existing clients who are still deciding on whether to follow the next piece of advise, there is a decision being made about whether to choose to follow it…or choose “you” as it were. We are […]
by Tony Vidler As more professionals start to tap into the power and reach of social media a common question is “how do I get more people following me?” There are a lot of ways to create an audience of course, but there is one method which doesn’t get spoken of very […]
It’s a No Brainer: You should already be using Digital Marketing
by Tony Vidler I still have conversations with advisers about whether they should be using digital marketing. There are a lot of financial advisers still sitting on the fence when it comes to incorporating digital into the marketing mix, but it really is a no brainer. The perpetual marketing challenge is to get […]
The Magnificent 7: who you need if you want corporate clients
by Tony Vidler One of more unusual things that has been observed repeatedly over the years is that usually there are 7 people you have to get onboard to get a corporate account as a new client…. Exactly who is in the “Magnificent 7” depends on the size of the firm, and even […]
by Tony Vidler There are three basic emotions that drive most client purchases, or actions, in financial services: 1. Fear 2. Greed 3. Love The one we often shy away from is the first one: Fear. I am going to suggest you might want to consider “slapping” some clients with it sometimes…not […]
by Tony Vidler Where are your advertising dollars, and efforts, going to get the best return? It seems that the majority of small businesses get the majority of their new clients from their local area, which is not terribly surprising given that most professional service businesses largely compete on “convenience”. Without a […]
by Tony Vidler The problem with most prospecting and lead generation activities for most firms is that they are aimed at capturing one prospective client at a time. There is no leverage in these efforts. Writing introduces leverage, whereby the same effort results in multiplication of impact. It is simple maths – if […]