brand marketing strategy Archives - Page 5 of 12

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Getting Strategic Clarity Follows The Same Process As Giving Advice

by Tony Vidler The most important business-building step is having a well-defined strategy, yet strategy is one of the most misunderstood concepts in professional services. It is an area that many advisory firms struggle with, and frequently find themselves without any clearly defined strategy for how they will achieve their business objectives. That is […]

Here is how to work out WHERE to compete

by Tony Vidler A cornerstone of great strategy is understanding where to compete in the market…or rather, which area of expertise or service offering to lead with in the marketing efforts. Once the target market clients have been worked out (so we know who we want to appeal to) we have to decide […]

Marketing Your Firm, and Marketing You are 2 different things

by Tony Vidler Understanding that marketing your firm and marketing you are 2 separate things is something that most professionals seem to overlook, or perhaps not understand. For most of us there are at least 2 brands at play in the market (if not more), being the corporate brand of the practice or […]

Make Your Marketing A Money Machine

by Tony Vidler One of the essentials for practice growth is to build a marketing machine that keeps producing money. A money machine which is a combination of mini-systems and components that keeps the whole motor running at full speed. Most professionals have elements of the marketing machine…but just elements. They haven’t built […]

brand marketing strategy

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox