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If you need more clients then you probably need different skills
by Tony Vidler        Financial advisers who need more clients need to be better marketers than salespeople in todays environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills.   While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]
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pitching the message
Pitching Your Marketing To The Target Client’s Buying Journey
by Tony Vidler        Every practice needs to be pitching their marketing efforts at the ideal point in the target market’s buying process, because no practice has enough money and time to cover every possibility. Today’s consumers go through a process of engaging with professionals which is a little different to the consumers of 20 years […]
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The Madness of Creating Videos Without a Master Plan
by Tony Vidler        A little while ago I participated in a survey on marketing by financial advisers internationally.  The results were intriguing in that clearly there is widespread recognition by advisers of the importance and effectiveness of creating videos as a communication and marketing medium, however there is a disconnect too as the majority […]
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When you cannot think of a better way to market yourself, try this…
by Tony Vidler        When all else fails and you are at a loss to market your particular value as an adviser, the safest marketing path is to sell “convenience”.   We all know, because we all do it, it is simply more convenient to go to the supermarket than an array of specialty shops.  […]
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First, Become Famous In Your Neighbourhood
by Tony Vidler        Where are your advertising dollars, and efforts, going to get the best return?   It seems that the majority of small businesses get the majority of their new clients from their local area, which is not terribly surprising given that most professional service businesses largely compete on “convenience”.   Without a […]
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How to create more compelling offers
by Tony Vidler        What financial advisers do is valuable, but it is often not compelling.  Retirement is so far away…there’s plenty of time to do stuff, right?  Insurance is important, but I’m probably not going to actually need it for a few years yet, right?  And on it goes…we battle a lack of urgency […]
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An easy way to get noticed in a busy world by Prospects
by Tony Vidler        You often have to do something different to cut through the market noise and get noticed.   In the digital age it can be remarkably effective to go low-tech, and re-visit some of the old ways.  There is little doubt that very few people invest the time in creating and delivering […]
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digital marketing for financial advisors
5 basic tips for helping your next customers find you
by Tony Vidler        In a perfect world customers would find you, rather than you having to find them.  The world is never entirely perfect of course, but certainly we can often do better in having customers find us.   We need to begin by understanding how they find anyone, then we can tap into […]
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3 Must Haves For Effective Marketing Collateral
by Tony Vidler        For marketing collateral to be truly effective it must have  “readability”.   If something is easy to read and comprehend quickly then it will be effective – assuming the actual message wasn’t rubbish to begin with.   If you have a good offer, or story, or service and can word that […]
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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 […]
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