adviser Archives - Page 16 of 40

The Basics Of “Looking Good” – Professionally Speaking

by Tony Vidler Looking good professionally is critical in today’s world. It has always been important of course, but in the era of online search throwing up that awful photo from your party days…well… These days our image precedes us…people are forming impressions about us from the initial contact and their initial search results. […]

How To Blend Old AND New Marketing Methods: An Example

by Tony Vidler Old, traditional, marketing methods….or new, modern, methods? Which is best? Neither are “best”…and both can be pretty effective. Using the best of both simultaneously though can be fabulous. Traditional marketing methods mixed with modern technology, data-driven insights and delivery platforms can be extremely effective…in fact using everything is absolutely necessary to […]

10 Steps to an EFFECTIVE Marketing Plan

by Tony Vidler There are 10 big steps to developing an effective marketing plan. “Effective” in this context means a marketing plan which will get you enough of the right sort of customers for the resources you have available. Getting results with the limited time and money you have in other words. The 10 […]

Imagine if we REALLY were 100% honest with clients

by Tony Vidler We are expected to be 100% honest with clients, and total honesty with clients is a wonderful concept but 100% honesty in all things with our clients would kill the relationships and kill the industry. Don’t get me wrong: I believe in full transparency and ensuring consumers get all the information […]

How EXCEPTIONAL advisers use their time is not like the average!

by Tony Vidler Time management is where there is a huge difference between elite advisers and the average advisers. in fact, it is one of the biggest differentiators that help the best performers stand out and excel. However, the difference isn’t about micro-managing time slots, or about having better time management systems. It is […]

How The Greatest Advisers Become Great

by Tony Vidler The greatest advisers tend to be doing similar things to the other great advisers usually, and very few of them seem to be doing something that nobody else could do either. They just execute better. The financial advisers who consistently achieve sustained expltraordinary growth and performance are typically superb on at […]

The case for using Case Studies

by Tony Vidler One of most powerful marketing tools appears to be one of the least used in professional services. Case studies work so well in professional services because so much of what we can do for clients, or the outcomes they get from working with us, remain a mystery to the non-clients. Great […]

When To Take Online Engagement Offline

by Tony Vidler A frequently asked question by professionals using digital marketing is “how, and when, do I take the online engagement offline into the real world?” Let’s assume for the exercise that you have made a new connection on Linked for example. Often professionals will make new connections and then wonder what to […]

2 things to look for when hiring a Virtual Assistant

by Tony Vidler As cost pressures mount and margins decrease for many professional service firms they are increasingly looking to hire “virtual” staff. That is, staff who are not necessarily permanently on the payroll, and definitely not permanently on the premises needing “housing”. India and the Philippines are probably leading the charge in providing […]

10 Reasons why an Advisory Practice just stays “practicing”

by Tony Vidler Why is an Advisory Practice called a “Practice”? I think it is because more often than not the business is mostly practicing to be a business. When a “practice” has actually made it then everyone calls it “a firm”. THE common denominator in a Practice appears to be that the Principle, […]

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