adviser marketing


Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 313 other followers

social media for financial advisors
THE secret marketing opportunity few Advisers seem to use
by Tony Vidler        The opportunity for financial advisers to use social networks as part of their marketing and positioning still seems to be immense despite social media being a well entrenched communications system.   I continually see reports and articles suggesting that despite personal use of social media the market penetration of various social […]
Read more.
The 6 Necessities of Modern Marketing for Financial Advisers
by Tony Vidler        I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods.  For years –  decades perhaps –  they have been able to keep a constant source of prospective future clients coming through the front doors, yet for most this is now a […]
Read more.
3 ways to get the low-hanging fruit
by Tony Vidler        Everyone wants business to be as easy as possible, yet we so often make it harder than it has to be.   What’s wrong with living on some low hanging fruit if there is more of it than you can eat? Nothing is wrong with it – it’s smart business.  And […]
Read more.
The 6 P’s of Sustained Peak Performance
by Tony Vidler        How to stay on top of your game, get the results that you want in business, and maintain peak performance….it all comes down to having a system, or a process.   Consistent output does after all usually result from consistent inputs….but putting in the right amount of the right things is what […]
Read more.
Is Acquisition – or Merger – Worth It?
by Tony Vidler         Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy.   Generally there appears to be  5 main reasons that advisers suggest as their reasons for acquisition of another business.  They are:    1.  Get new […]
Read more.
The Marketing Tactics You Should Consider Using
by Tony Vidler        Which marketing tactics are worth considering for your professional promotion largely comes down at the start to being clear about whether you are wanting to be sen as a “General Practitioner” or whether you are trying to establish a position as a “specialist”.   The tactics that will tend to work […]
Read more.
3 questions you must answer to define your Uniqueness
by Tony Vidler        The difference between a good (but not spectacular) professional and a truly magnificent performer is the ability to succinctly articulate what makes them special.  This is often referred to as having a “Unique Selling Proposition”, or USP.  While the concept has its detractors there is no doubt in my mind that in […]
Read more.
It’s not about you…it’s about the value for THEM
by Tony Vidler        Financial advisers genrally struggle to create a value proposition that accurately expresses how they work differently, or what makes them special compared to others.   It isn’t that they don’t have points of difference, or that they struggle to put ideas into words…generally they are very good at both. Each adviser has […]
Read more.
Your FREE service is a barrier to getting the right business
by Tony Vidler        Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”. It simply isn’t true, and that in itself prevents the right sort of clients coming your way. The fundamental reason why this just doesn’t cut it with consumers is because they don’t believe it.  […]
Read more.
1 Thing Connects With Consumers Better Than Everything Else
by Tony Vidler        If you really want to reach out and connect with consumers then it makes sense to look at using the communications method the overwhelming majority prefer: text messaging.   SMS. Text. Texting.  Call it what you will…study after study shows the effectiveness both in terms of the proportion of consumers who […]
Read more.