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The Big Ticks: Top Stories For Professional Advisers This Week
By Tony Vidler CFP CLU ChFC Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, […]
By Tony Vidler, CFP CLU ChFC The prospecting method that keeps on delivering the most opportunities is Referrals. A distant second in the source of new clients for advice firms is Centre of Influence referrals. Research by the Financial Planning Association showed that on average in the previous year some 34% of new […]
This is why most Centre-Of-Influence Referral efforts will fail for most advisers
by Tony Vidler When it comes to referral marketing there are basically two types of referrers: 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 cultivate the wrong people as potential centres of […]
by Tony Vidler Tom Peters suggested many years ago that 250 of the most effective marketing activities a professional could engage in were weekday lunches. That is perhaps a bit excessive in today’s environment (and for ageing waistlines), but the concept is more important than ever before. People often ask how to create and cultivate […]