client communications

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business-disruption
Where will the greatest disruption to your practice come from?
by Tony Vidler        Disruption has long been a feature of financial services distribution.  Disruption constantly occurs with new market entrants, product innovation, shifting strategic focus on the part of suppliers in relation to control or autonomy of distributors….but disruption has typically come from within the industry itself.   Some years ago I read a piece […]
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commercial-client-segmentation
Client Segmentation Needs To Be Done Commercially
by Tony Vidler        It is logical to do a bit of client segmentation so that you can figure out what levels of service can be offered to which clients profitably.  The funny thing is that most of the time it is the “profitably” part that gets lost in the client categorisation process….   While […]
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Client Contact Frequency: How much is enough?
by Tony Vidler        The question of whether client contact frequency makes a discernible difference to the strength of the adviser-client relationship, or enhances the perceived value of the adviser to the client, is one which is still debated continuously.   How often is often enough is the burning question.   Some research done on […]
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The Shortcut To Creating Trust
by Tony Vidler        Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process.  To be fair the required level of trust initially is relatively low – can they trust you not to waste their time…can they trust that you really know what you are doing….can […]
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client-management
What do you have to change to keep clients?
by Tony Vidler        The first priority for any adviser in tougher times is to keep clients that you currently have, right?  Then you can afford to worry about getting new ones. Changes to financial services are coming thick and fast, and advisers know that clients are rapidly changing in their expectations of service, solutions and […]
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It Is A Journey To Becoming An Advice Client
by Tony Vidler        Becoming an advice client is not quick and easy for consumers really…every decision, every solution, every recommendation seems to be a major journey for them.   We know it is true, and we know that the process of onboarding a new client takes longer than ever and more barriers to engagement […]
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common-client-experience
Reaching todays “common client”
by Tony Vidler        Reaching todays common client is not easy for professionals.  They are easy to find for sure, but reaching them and getting their attention is something else again.  When you consider how a buying process happens today it becomes a lot easier to understand why it is so hard – and what […]
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powerful-email-marketing
The powerful marketing tool that you use every day, but hardly use for actual marketing
by Tony Vidler        The most powerful marketing tool most professionals have is the one they use scores of times daily, but which they usually do not do any actual marketing with.   email.   Love it or loathe it, we all use it.  It is not going away anytime soon, and it is not about […]
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importance of frequent contact
The Importance of Frequent Client Contact
by Tony Vidler        Advisers underestimate the importance of frequent client contact  and “Frequent contact” is in itself a phrase that is interpreted differently amongst advisers.   So how often is “frequent”?  How often is often enough?  For a long while the mantra was “be in touch every 90 days”, but that was in a […]
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Crisis Communications: Sending Virtual Hugs Is Not Silly
by Tony Vidler        ok…maybe it isn’t appropriate for professionals to actually send virtual hug memes.  But then, maybe it is.  It all depends on the relationship you have with the client doesn’t it?  For some it might indeed be right….but that isn’t really the point of this article.   It is the concept of “sending […]
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