Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 2831, Twitter: 13061, LinkedIn: 689
How Often Should We Contact Clients?
by Tony Vidler “How much is too much contact?” “How often is too often?” What is the right volume to contact clients? Much of the standard industry thinking around these questions is in fact quite dated I believe. For example, go back not that many years and good marketers providing a lot of […]
by Tony Vidler Your clients will stay with you longer and be more valuable to you if you cross-sell more products and services to them. You will be more valuable to them if you sell more of what you do to them. Yes, yes…I know…there is that word “sell” and it doesn’t sit well […]
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 compelling value […]
by Tony Vidler There’s too much emphasis now placed upon “what you know“. Who you know matters more if you want to have a successful business. I know…I know…heresy! (But hear me out). Most professional advisers today actually know enough. Sure, we always need to improve and there’s always more to learn and continuous […]
Engage, Engage, Engage…Make prospecting a PROCESS!
by Tony Vidler If real estate is driven by location, location, location, then surely the prospecting process is driven by engage, engage, engage. I’ve previously posted about the problem with generating referrals consistently largely coming down to the lack of engagement with, and by, clients. A process of engagement is also often the missing […]
Your key for unlocking endless creative content ideas
by Tony Vidler How we engage with prospective customers has changed fundamentally in the last few years, and smart operators know that delivering engagement and meaningful content is critical to establishing authority, credibility and relevance for your target market. In fact, ongoing engagement while consumers choose when they will engage is 90% of the […]
Segmentation: Why not have everyone as “A” Clients?
by Tony Vidler Segmentation of clients in your database is sensible, and some sort of labelling to differentiate them is necessary. The idea behind segmenting clients into different categories is to introduce efficiency into a practice while recognising that not all clients are of equal commercial value to the firm. It is also a way […]
by Tony Vidler We all love a new and exciting marketing idea and it is easy to get caught up in thinking about its possibilities…but it is also easy to lose sight of what you should be trying to achieve too. Focussing on tactics without having a clear strategy often results in disappointment as […]
How to do client video testimonials the right way!
by Tony Vidler Testimonials are good for business – but we all know that, right? Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far […]
by Tony Vidler In an ideal world all of our clients would become active advocates for us…and each client advocate would be the key driver of new business and growth in our practice, wouldn’t it? Our clients would be so in love with how our advice and expertise has positively changed their world that […]