Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 2831, Twitter: 13061, LinkedIn: 689
Are You “Marketing” The Right Message?
by Tony Vidler Do you know what business you are in? Are you clear on what you achieve for customers? Does your marketing message reinforce that? Are you marketing what it is you actually DO, rather than what you know or who you are…or worse: you are marketing some other businesses products […]
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 […]
This 1 Thing Could Lose You More Than 50% Of Your Clients
by Tony Vidler For just about any practitioner to lose clients is bad, but losing 50% or more of their clients in a year would be a disaster. It is enough to jeopardise a practice entirely of course, but even in a best case scenario it will hurt horribly, and for quite a long […]
by Tony Vidler Instead of “prospecting” shift the thinking to how to build an audience if you want a pool of potential future clients who might engage you. That is one of the main factors in creating ongoing demand for advisory services in todays world. Consumers are choosing when and how to engage, […]
by Tony Vidler Creating and keeping happy clients IS essential for the success of a professional practice. There is no question about that. But is it enough to help a practice grow at a greater than industry average pace? I don’t believe so. Being a great practitioner and running an efficient & […]
by Tony Vidler Testimonials are great marketing, but they are losing their effectiveness a little if you still do them conventionally. All is not lost with testimonials however, as one small change CAN make them resonate with your target audience a little better. Consumers are not silly and they know we are never […]
by Tony Vidler We learn as we go in professional services, and that is especially true when it comes to analysing why marketing campaigns “fail”. To be fair, few of us are trained in marketing at all so we do have to figure it out as we go along, and there is a lot of […]
by Tony Vidler One of the essentials for practice growth is to build a marketing machine that keeps producing money. A money machine which is a combination of mini-systems and components that keeps the whole motor running at full speed. Most professionals have elements of the marketing machine…but just elements. They haven’t built […]
An easy way to create content when you don’t feel creative
by Tony Vidler Building an engaged audience of future prospects requires us to create content in todays environment. We need to feed the search engine machines, and we need to continually deliver content which educates or empowers those with whom we wish to do business. They take time to decide who to choose to […]
Get better marketing results by using what’s in your hand
by Tony Vidler Every adviser wants better marketing results – no matter how good the existing results are. We want more, because in more or better marketing results lies the ability to leverage our businesses. Yet in the constant search for more or better many advisers are overlooking the thing in their hands: their […]