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You know it is time to review the marketing plan when…
by Tony Vidler        Any time of the year is the “right” time to review your marketing plan, but there are definitely times – or signs – that it should be done even if you weren’t really planning to review it this particular time.   The “right time” to review your marketing plan is when […]
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5 Points Of Competitive Difference In Choosing Product Suppliers
by Tony Vidler        Often it seems there is little difference between product suppliers in financial services, with one fund manager looking similar to other fund managers, and one life insurer offering essentially the same products as other life insurers…how do you decide which product supplier is right to work more closely with? When it […]
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competitive-strategy
Do you actually have a Strategy?
by Tony Vidler        Nearly every financial services firm says they have a strategy.  Which is remarkable really, as creating a competitive strategy is actually difficult usually. Especially if you don’t know what “strategy” is to begin with.     Many practices have a plan, and that plan is usually full of tactical decisions and thinking.  […]
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achieve-exceptional-growth
Generalist or Specialist, You Can Still Achieve Exceptional Growth
by Tony Vidler        Some advisers opt to head down either the generalist or specialist path simply becuase that is what gives them professional satisfaction – and it is not about achieving particular commercial objectives. They work the way they do because they enjoy it.  Not everyone wants to have a business which achieves exceptional growth […]
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ideal-balanced-practice
Balancing Adviser Needs and Clients Wants
by Tony Vidler        The professional Financial Advisers’ needs matter as much as the Clients’ wants.  Consumer groups & regulators will probably disagree of course, but the ideal practice is one which surely achieves this balance isn’t it?  After all, practitioners are trying to earn a living and meet the wants and needs of their own […]
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nest-marketing
Niche or Nest Marketing: Which is Best?
by Tony Vidler        Niche marketing and nest marketing are concepts which are often confused, or referred to interchangably, by advisers. They are not the same thing, and they are also not even mutually exclusive: you can do both of course.  In fact I’d challenge the view that professionals should find “A” niche…why wouldn’t you […]
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creating-a-value-proposition
Is Your Value Proposition Consistent With Your Strategy?
by Tony Vidler        Two areas advisers wrestle with forever seem to be creating a value proposition and creating a strategy.  There is a way of  helping to define both in broad terms quickly, and that carries the massive advantage of ensuring that the two are aligned.  Your value proposition should reinforce where you are […]
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professional-reputation
Reputation Is Everything Today, So Manage It.
by Tony Vidler        For anyone in professional services reputation is everything today.   It is a trust-creator, or a trust-killer.  Basically everything you do – every engagement  you work on, every social media post, everything you do at a function – adds to or detracts from your reputation.   A professional’s personal reputation is […]
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adviser-marketing-budget
Is Your Marketing Budget As Big As Your Dream?
by Tony Vidler        Nobody likes a budget – even financial advisers don’t. But a marketing budget for your business is a good budget…it’s an investment in growth.  Even well established advisory firms usually want growth as they usually  want to do more business with higher value and more challenging client cases. For early stage […]
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produce-videos
How To Produce Your Own Videos In The Office
by Tony Vidler        I’ve lost track of how many times I’m asked “how do you produce your own videos that you put out each week?”   The ugly truth is that I spend twice as long figuring out what I want to produce a video about than I do figuring out what I am […]
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