Quick Tips Videos Archives - Page 13 of 19

How To Become A Recognised Expert

by Tony Vidler Many financial advisers would like to become a recognised expert in a particular area, and for many of them this is a genuine opportunity which they should pursue. The competency, depth of knowledge or mastery of subject, and professionalism are all there more often than not. They are already actually experts […]

Here is how to work out WHERE to compete

by Tony Vidler A cornerstone of great strategy is understanding where to compete in the market…or rather, which area of expertise or service offering to lead with in the marketing efforts. Once the target market clients have been worked out (so we know who we want to appeal to) we have to decide […]

The 5 Steps To An Effective Advertising Campaign

by Tony Vidler To create an effective advertising campaign – one that gets you the results you wanted to begin with – there are 5 steps. Many professional services firms miss at least a couple of them, and inevitably are disappointed with the results of their advertising efforts. That is not surprising […]

The Easiest Way To Get More Referrals

by Tony Vidler The easiest method for anyone to generate and get more referrals and favourable introductions is to GIVE more referrals and introductions. This is just not done as much as it could or should by most professionals, and usually they say it is because they “didn’t think of it”. […]

Which content works best for Lead Generation?

by Tony Vidler Lead Generation is the primary goal of content (or engagement) marketing for many. The effort and time invested in producing, sourcing and delivering content to an audience of potential future clients has a single purpose, and that is to move them closer to wanting to do business with you. […]

Marketing Your Firm, and Marketing You are 2 different things

by Tony Vidler Understanding that marketing your firm and marketing you are 2 separate things is something that most professionals seem to overlook, or perhaps not understand. For most of us there are at least 2 brands at play in the market (if not more), being the corporate brand of the practice or […]

The Number 1 Negotiating “Skill” That Advisers Need

by Tony Vidler Every adviser needs to use negotiating skill every day…if not every single meeting in every day. We are constantly negotiating with all stakeholders of course but it is the constant negotiating with clients, or on behalf of clients, that often becomes a source of stress and angst for all parties, with […]

How to introduce a “Guarantee” into your fees

by Tony Vidler It has been proven repeatedly that providing a guarantee in your fees for prospective clients certainly helps them decide to engage – and it is not a difficult thing to do, even though “guarantee” is a dangerous word for financial advisers. Financial advice fees can seem to be enormously expensive […]

Create Effective Advertising By Starting With These 2 Things

by Tony Vidler At some point every adviser struggles to create effective advertising. It’s not our coe skill of course, but typically the “struggle” is because 2 really big things are overlooked… Why are you doing it in the first place? Who are you doing it to attract? All the hard work […]

An easy way to create content when you don’t feel creative

by Tony Vidler Building an engaged audience of future prospects requires us to create content in todays environment. We need to feed the search engine machines, and we need to continually deliver content which educates or empowers those with whom we wish to do business. They take time to decide who to choose to […]

Quick Tips Videos

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox