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Marketing Your Firm, and Marketing You are 2 different things
by Tony Vidler Understanding that marketing your firm and marketing your personal brand 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 […]
by Tony Vidler We all want to be at the point where the ideal prospects just ring in – preferably continuously. So many incoming calls from ideal prospects in fact that we have to put our fees up just to control the demand. Nirvana! Oftentimes we see senior professionals where that is […]
by Tony Vidler Professionals should take a leaf out of George’s playbook and share their story. Be like George. Who is George? He’s just a young man who is trying to get ahead in life and who took the initiative to get out and start marketing himself – and is doing […]
By Tony Vidler, CFP CLU ChFC Forming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed. Virtually every incoming phone call and email that arrives from clients demands another opinion. We aren’t short of having opinions are we? […]
by Tony Vidler Blogging is one of the best business development tools for professionals wanting to establish expertise and authority publicly. The statistics tell us that it matters to the people who we want as customers, even if you personally don’t feel there is much merit in blogging. For instance: Companies in […]
by Tony Vidler Should financial advisers care about the public at large? The people who are NOT our clients? Those who don’t pay us anything? Absolutely. When one considers “professionalism”, and the attributes that define a professional, you quickly come to the conclusion that a unique characteristic of the genuine professional is a commitment to […]
by Tony Vidler. Heaven help us…the financial services sector is apparently getting new jargon! Because we need it. It can only be a matter of time before the new buzzworders suggest we also need new qualifications to qualify for the new buzzword, possibly with a recommendation for new acronyms to describe the new Jargon. In […]
by Tony Vidler.…that which we call a rose by any other name would smell as sweet. Shakespeare raises an interesting line of thought with that quote: something is called a particular name only because that is what the majority of humans agreed to call it. A rose could just as easily have been called a […]
by Tony Vidler. One of the most common dilemma’s for financial advisers is how to make a transition from purely commission-based remuneration to generating fee-paying work. It is more simple than you think – though not necessarily a swift process.There are several critical decision points for the adviser to work through when considering how to […]
by Tony Vidler. Putting a value upon advice is a tough issue – for advisers and consumers.There is a pretty basic concept as far as “Value” goes for any consumer purchase though, and it can be put into a formula: “Value = Benefits – Cost“ For a consumer something is valuable if the benefits exceed […]