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8 Reasons Financial Advisers Should Have A Blog
by Tony Vidler        Every financial adviser should have a blog by now…especially now when so many consumers have so many questions about money, and so much time to google them, and so many opinions to read that it is overwhelming.  Becoming a trusted voice online has probably never been easier for an adviser in […]
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Demonstrate Value And Prospects Will Choose You
by Tony Vidler        Smart advisers today make sure they are demonstrating their value to prospects.   Having a prospect who is interested enough to hear what you have to offer has always been a necessary step on the path to getting a client, and it obviously remains so today. However, who the prospect decides […]
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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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Knowing Your Professional Purpose Is Your Game Changer
by Tony Vidler        All the regulatory change has many advisers seriously thinking about how to position for the future, and how to lift performance in a time of squeezed practice margins.  Many are stuck in their existing paradigm of doing business though, and struggle to accept things like remuneration models changing rapidly, long term shifts […]
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Should you give a sly kickback to referrers?
by Tony Vidler        One of the ethical challenges for professionals is how to appropriately recognise the value of a great referrer or Centre-Of-Influence. A little kickback on the sly? Hardly professional. Don’t talk about it and pretend there is no commercial significance? Not great for maintaining trust long term.   It doesn’t have to become […]
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Want to Cross-Sell? Then put a bit of planning into it…
by Tony Vidler        We all know that cross-selling services and products to clients is critical to maximising the value of the client relationship as well as ensuring you are delivering full value to your clients.   So why is it so often neglected?   In part cross-selling is skipped because so many professional advisers […]
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Creating Content That Engages Prospects
by Tony Vidler        It takes a lot of thought and effort to create content that engages your target audience, and nothing is more frustrating than creating something which you think is marvellous (if not perfect!) only to find that it goes nowhere because nobody knows about it, and nobody shares it around.   It doesn’t […]
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The Continuous Cycle That Is Social Media Marketing
by Tony Vidler         Marketing via social media is a bit like riding a bike: you have to keep pedalling that cycle or the lack of momentum will make it fall over. Many professionals beginning with social media as part of their marketing mix fail to recognise that continual movement is a critical part of making […]
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Client Functions: An Ideal Way To Engage Prospects AND Also Make Top Clients Happy
by Tony Vidler        An incredibly effective method of marketing for professionals is running client events, however the challenge is getting a decent return on the investment of time  and money.   Big events where dozens of clients can be entertained have their merits (especially when it comes to educating or transferring knowledge) but rarely do […]
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Give Publicity To Get Some Good Publicity
by Tony Vidler        An excellent way to get some positive publicity and generate more “word of mouth” advertising for your business is to give some good publicity to other businesses.   That may sound a little strange…counter-intuitive even…but the priniciple of reciprocity is a powerful thing.   Pretty much everyone in professional services has clients […]
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