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Yin and yang of modern marketing
How To Blend Old AND New Marketing Methods: An Example
by Tony Vidler        Old, traditional, marketing methods….or new, modern, methods? Which is best? Neither are “best”…and both can be pretty effective.  Using the best of both simultaneously though can be fabulous. Traditional marketing methods mixed with modern technology, data-driven insights and delivery platforms can be extremely effective…in fact using everything is absolutely necessary to […]
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10 Steps to an EFFECTIVE Marketing Plan
by Tony Vidler         There are 10 big steps to developing an effective marketing plan.  “Effective” in this context means a marketing plan which will get you enough of the right sort of customers for the resources you have available.  Getting results with the limited time and money you have in other words. The 10 […]
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get quick wins from your marketing
3 things your marketing message must do to get quick wins
by Tony Vidler        “Long term marketing ideas are great, but what do I need to do to get some quick results?” A fair question…sometimes we need our marketing message to produce some pretty quick wins – which it can do if you get 3 things right. In this weeks Quick Tips video we discuss […]
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differentiating
Differentiate By Building A Strong Promise
by Tony Vidler        There are notable differences between high growth professional firms and others when it comes to differentiating themselves.  How they choose to express their value and stand out is quite different to the mainstream.   Undoubtedly the average or low growth firms inability to express what their difference is in relation to […]
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adviser-planning
How will this year be better?
by Tony Vidler        Just one question should be dominating practitioners minds at this stage of the year:   How will this year be better? HOW is the critical word here. Advisers are usually great at setting goals and targets.  They are great at analysing and doing the numbers that tell them what activity at […]
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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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