COI marketing

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This Is Why Most Centre-Of-Influence Referral Marketing Efforts Fail
by Tony Vidler        When it comes to referral marketing efforts there are basically two types of consistent ongoing referrers you can cultivate: 1. happy & satisfied clients 2. centres-of-influence   The second category is the one that many advisers struggle with particularly, and the reason they struggle is because they try to develope the […]
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How to work with multiple COI’s from the same sector
by Tony Vidler        You have a couple of professionals from different firms in the same sector who you want to have as Centre’s-Of-Influence (COI’s), and most advisers think that is an impossibility.  It is absolutely possible though…and I’d go so far as to suggest that it is probably a very good thing and everyone will […]
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How to give COI’s a taste of what you can do
by Tony Vidler        One of the most effective things you can do to create confidence and support from prospective Centre’s Of Influence is take them through your client experience. Actually do the job that you do, for the COI. It is incredibly powerful and effective, and the chances are good that you will pick them […]
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Paying COI’s: Perhaps prepare for the harvest before you prepare for the feast
by Tony Vidler        Is it appropriate to be paying COI’s a share of your success from their influences?   Or, to put it bluntly, nother way, should you share remuneration or the spoils of the sale with referrers?   Personally, I think not.  However, it is actually just a little more complicated than that […]
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How One Successful Financial Planner Gets New Business
by Tony Vidler         The one question that continually gets thrown to me is “What are other advisers doing that is successful for them?” Every so often one is willing to share their trade secrets, and this is how one leading financial planner that I know gets his business, and that he was happy to […]
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professional advisers working together
How to work in tandem with other professionals
by Tony Vidler        Working in tandem with the clients other professionals such as their accountant and lawyer is the objective of most financial professionals.  Yet, the challenge is often not the client, but the other professionals in making this a reality.   We need to be able to show the other professionals who work […]
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referral-effort
12 Steps to Creating Constant Referrals
by Tony Vidler        The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly.   It is a simple idea, and like so many other things which appear simple it requires thought, planning, and excellent execution to deliver the desired results.   A center-of-influence […]
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prospecting
How to use the business you DON’T want to do to get the business you DO want
by Tony Vidler        We all want to get more business, but we want to get the right sort of business for ourselves or our firm naturally.   Once you have figured out what sort of business it is you do want to get you have (by default) figured out the areas of advice that […]
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centre-of-influence
The 4 Parts To Getting The COI Gatekeeper Onboard
by Tony Vidler        The potential Centre-Of-Influence that you want to network with is the gatekeeper to the clients you want to work with, and there are generally 4 things that stand in the way of them agreeing to let you in.   It makes sense to address those 4 things right at the outset and […]
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nest-marketing
Niche or Nest: Which is Best?
by Tony Vidler        The concept of niche marketing causes a lot of confusion, so I thought I’d add to the confusion by adding in “nest marketing” at the same time as challenging the view that professionals should find “A” niche.   The easiest way for me to explain the difference between niche marketing and […]
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