adviser Archives - Page 31 of 40

Prospecting Tip: Don’t go fishing in the forest

by Tony Vidler If you are looking for a prospecting tip think about this: 1. Relatively few financial advisers are really pro-active marketers, let alone masters of it. 2. The majority of affluent investors hang around with other affluent folk. 3. The Holy Grail for many financial advice professionals is to attract affluent clients and […]

5 Lessons From The Post Mortem of a Marketing Campaign Disaster.

by Tony Vidler You should always do a post mortem on marketing campaigns. There are always lessons to learn and apply to improve future marketing campaigns. Sometimes the ones with the greatest lessons are the ones that were a complete flop. This the post mortem from one I observed – and did NOT approve of […]

How to convert 70% of your opportunities instead of 30%

by Tony Vidler Imagine the difference to your business if you were able to convert twice as many opportunities. You spend the same money and effort but get twice as many sales as a result…it would add a bit to your bottom line wouldn’t it? The decades old strategy of crunching through the numbers […]

How to use LinkedIn Groups to build your audience

by Tony Vidler LinkedIn Groups would have to be one of the easiest ways today for any professional to go about building an audience…or a community of like-minded folk. And that is what we want our marketing to achieve if we want our business to grow, isn’t it? It seems that what stops many […]

The Value Of The Financial Planner: Fixing finances, the future, and feelings

by Tony Vidler Many question the value of the financial planner, and there has been plenty of research in recent years to attempt to quantify that value. Quantifying value of advice is a recipe for debate, as the actual difference in net worth or security which can be attributed to the work of the […]

Creating content that customers want

by Tony Vidler Creating content that customers want is not as hard as advisers think it is. It is continually suggested by financial advisers that it is difficult to create articles and tips which their customers will enjoy and value and which support the rest of their marketing and customer service strategies. Financial Advisers […]

The Top 10 Tips for Advisers to get some LinkedIn value

by Tony Vidler Advisers use of LinkedIn generally leaves a lot to be desired and too many treat it as a static display of their CV. It is a networking platform upon which too few actually do any networking. To get good value from it follow the basics of networking that you already know…engage in […]

Generalist V Specialist: Is it harder to be a sprinter or a decathlete?

by Tony Vidler Generalist or specialist? This is an ongoing dilemma for many financial advisers and there is a widely held belief that becoming the specialist is harder to do. But is it really? Let’s look outside the world of professional services and into the highly competitive, no-room-for-mistakes, world of the Olympic athlete […]

The challenge of the DIY consumers for Financial Advisers

by Tony Vidler Some telling research was done by Dr Claire Matthews of Massey University that highlighted the DIY (Do It Yourself) consumers mindset, and the challenges which that poses for financial advisers. The research was specifically on “KiwiSaver and Retirement Savings”, and explored some of the issues and attitudes of Kiwi’s. While the research […]

Marketing places where Advisers just HAVE to be

by Tony Vidler Even if Financial Advisers don’t feel the need to do marketing I would suggest that there are still some marketing places to be for advisers who feel they have enough clients. Even when prospecting for new clients is not a particular issue, professional credibility is. Suppliers, potential referrers, Centres Of Influence…they […]

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