CRM Archives - Tony Vidler

Penny-Pinching In IT Is Madness

by Tony Vidler Professionals keep getting their fingers caught in the trap of “penny pinching”, especially in IT. This is especially crazy when the IT is protecting the IP. We know that there are many many areas where cheap actually becomes expensive in the long-run, and nowhere is this more true in my […]

Adviser Marketing: Personalise or Perish

by Tony Vidler Everyone today wants “it” to be about them. They expect personalisation in our contact with them. For financial adviser marketing then it really does come down to “personalise or perish” – with perishing meaning you vanish from your target markets mind. You cease to exist for them in reality, and am therefore […]

Taking Charge Of Our Digital Moments Of Truth

by Tony Vidler So much is done via digital engagement today by our clients and prospects that there literally hundreds of “digital moments of truth” for our practice on a daily basis. A “moment of truth” is that instant during interaction with our firm when a customers expectations are tested. The rise of digital interaction […]

What to consider when selecting a CRM system

by Tony Vidler One of the thorny issues for financial advisers is finding the right CRM system. What makes it difficult is the struggle to define what is “right”. As with most things in business, one should begin the decision making journey with a clear view of what you are trying to achieve. Begin […]

5 ways to make smarter use of your CRM system

by Tony Vidler In days gone by Customer Relationship Management (CRM) systems were used as little more than simple marketing machines. They contained enough information to know who your clients were and how to contact them, and perhaps even had some prospects in there, and be able to produce a mail merge to run […]

What is the point of an expensive CRM system?

by Tony Vidler An adviser who plans on being in the business for another couple of decades asked what the point is in paying for an expensive and fancy CRM system. Honest. He did ask that. He has a list of clients in Outlook and has the clients home addresses, phone numbers, and sometimes […]

How Big Is The Goldmine WITHIN An Advisers’ Practice?

by Tony Vidler Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It Is Usually A Goldmine. A report from a couple of years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]

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