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Incentives For Clients: What is appropriate?
by Tony Vidler What incentives are appropriate for encouraging clients to refer? Or to just call you to seek additional advice? Or to promote a particular concept or product? Why provide incentives at all? Surely if the product or the advice is good value in itself then no further incentive is needed? These […]
The Secret To Creating Effective Marketing Messages
By Tony Vidler CFP CLU ChFC For any marketing message to be effective there are a number of things that one has to get right – but there is a bit of a formula! The first “secret” in effective marketing messages is that they are written for an individual reader. We are trying to create […]
by Tony Vidler It would be fair to say that the majority of people in professional services are not marketing specialists. Usually great technicians and specialist advisers, often great at selling and relationship management at an individual level. Not so great at getting the marketing going though…. Whenever I talk at workshops or […]
by Tony Vidler At some point most professionals consider using advertising as a means of lead generation, and often times it doesn’t work quite as well as they hoped. The most obvious reason why advertising doesn’t work sometimes is because the wrong medium, or channel, has been chosen to begin with. The people […]
Many financial services firms & advisers have mistaken asset allocation calculator questionnaires for risk tolerance tests.
Here are 10 common myths about risk tolerance.