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If you have repeated problems, you need a process!
by Tony Vidler        For financial advisory firms the word “process” has become synonymous with “best practice advice”, but good process is so much more than just a compliant and well-documented series of advice documents.   Process is what builds franchise businesses.  Process is what creates turnkey operations that are highly valued by prospective purchasers. […]
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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 […]
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personalize-engagement
Personalise or Perish
by Tony Vidler        Everyone wants “it” to be about them.   Therein is the answer to “how to make marketing more effective today“…it has to be about them, and more importantly, it has to be personalised TO them.  “Them” of course is whoever it is we are trying to appeal to and get to do […]
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digital-marketing
Taking Charge Of Our Digital Moments Of Truth
by Tony Vidler        Sooooo much is done via digital engagement today by our clients and prospects that there literally hundreds of “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 means […]
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penny-pinching-crm
Penny-Pinching IT Madness in Professional Practices
by Tony Vidler        Professionals keep getting their fingers caught in the trap of “penny pinching”, and nowhere does this appear to be more prevalent than when it comes to using IT to guard their IP.   Everyone has heard the saying: “If you think an expensive mechanic is bad, just try and hire a […]
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Financial advisor CRM database
8 Things 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 even more difficult for many is they 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 […]
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