Quick Tips Videos Archives - Page 8 of 21

Buildong a COI referral system for financial advisors

How to build a COI referral system

by Tony Vidler If you want to get a regular, repeatable, stream of well qualified prospects for your business then nothing beats having a Centre of Influence (COI) driving the right types of ideal clients to you. A good COI will be an advocate for you and your business, and be proactively recommending […]

A financial advisers best weapon: The Meeting Agenda

by Tony Vidler One of the most powerful weapons in an advisers armory is the Client Meeting Agenda. Yet, so few use them regularly…. The client meeting agenda sets up the entire professional relationship – not just the next hour or so that you happen to be with a client. In addition; It minimises […]

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 […]

Figure Out Where To Compete In “Online 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) […]

Taking advantage of Online Reviews

by Tony Vidler Online reviews of virtually everything – including professional advisers – are now part of the landscape. You can choose it ignore them, but they won’t ignore you. Consumers are used to leaving their opinion about their service experience on LinkedIn, Facebook, Tripadvisor and a thousand others…and they will increasingly leave […]

Lead with the business you DON’T want to get the business you DO want

by Tony Vidler We all want to get more business, but we really want to just get the right sort of business for ourselves or our firm naturally. If you have figured out what sort of business it is you do want to get then you have (by default) figured out the areas of […]

Use This If You Want Consumers Attention Quickly

by Tony Vidler If you really want to reach out and connect with prospects and get consumers attention quickly then it makes sense to look at using the communications method that they overwhelmingly majority prefer: text messaging. SMS. Text. Texting. Call it what you will…study after study shows the effectiveness both in terms […]

Your Marketing Tactics? Well, it depends…

by Tony Vidler Which marketing tactics are worth considering for your professional promotion largely comes down at the start to being clear about your desired positioning. Are you wanting to be seen as a “General Practitioner” or are you trying to establish a position as a “Specialist” for a start? The tactics that […]

How to make Email Marketing even more effective

by Tony Vidler Email marketing is a proven winner if done well, and one which is almost made for professional services firms to use more effectively than other sectors perhaps There are some fundamentals which go into making any email marketing campaign good of course, and we cover some of those in this weeks […]

Are You “Marketing” The Right Message?

by Tony Vidler Do you know what business you are in? Are you clear on what you achieve for customers? Does your marketing message reinforce that? Are you marketing what it is you actually DO, rather than what you know or who you are…or worse: you are marketing some other businesses products […]

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