advisor marketing Archives - Page 4 of 5

Little Giveaways Can Generate Recomendations

by Tony Vidler If you want to generate recommendations from clients and prospects it pays to understand how it is a different process from getting referrals, and if referrals are “the gold medal” then recommendations are the “silver”. Not the ultimate perhaps, but well worth having, and arguable a little easier to get. […]

Which prospecting method delivers the best results?

by Tony Vidler The prospecting method that keeps on delivering the most opportunities is Referrals. A distant second in the source of new clients for advice firms is Centre of Influence referrals. Research by the Financial Planning Association showed that on average in the previous year some 34% of new clients came from […]

How can we get the Value Of Advice message out more effectively?

by Tony Vidler We need to get the “Value Of Advice” message out more effectively as it just doesn’t appear to be resonating with enough of the consumers, particularly in challenging times. There has been an increasing emphasis upon understanding the value of advice in the last decade and most research concludes that advice […]

What is the mix of content which is engaging?

by Tony Vidler As a consumer yourself you know that there is a need to mix up the content if you want to maximise audience engagement, after all, you tune out pretty quickly if someone is posting or sharing the same sort of stuff repeatedly don’t you? Everyone does. Because it becomes boring. To […]

The Top 20 Adviser Marketing Kitbag Essentials

by Tony Vidler It would be fair to say that adviser marketing is not a specialty subject for most advisers…they are usually great technicians and deliverers of financial advice and coaching, and they are usually great at selling and relationship management at an individual level. Not so great at getting the marketing going though…. […]

Incentives For Clients: What is appropriate?

by Tony Vidler What incentives are appropriate for encouraging clients to refer other clients? Are incentives appropriate at all? Some would even ask “Why provide incentives at all? Surely if the product or the advice is good value in itself then no further incentive is needed?” These questions around incentives for promotions […]

Share Your Opinions If You Want To Get Noticed

by Tony Vidler A core objective of great marketing is to get noticed, and what generates more notice than strong, well articulated and thoughtful opinions on topical issues? Forming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed. Virtually […]

Referrals Not Converting? This may be why…

by Tony Vidler Too many referrals today are not converting into clients for too many professionals – and all too often the professionals are puzzled about why that is. Typically it comes down to us not looking good enough on line. Todays referrals usually do a quick search before deciding whether to meet […]

The Secret To Creating Effective Marketing Messages

by Tony Vidler For any marketing message to be effective there are a number of things that one has to get right – but there is a bit of a formula! The first “secret” in effective marketing messages is that they are written for an individual reader. We are trying to create the sense of […]

Why advertising doesn’t work sometimes

by Tony Vidler At some point most professionals consider using advertising as a means of lead generation, and usually it doesn’t work quite as well as they hoped. There are a few things to get right when it comes to creating advertising which generates the results you hoped for but the most obvious reason […]

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