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common-client-experience
Reaching todays “common client”
by Tony Vidler        Reaching todays common client is not easy for professionals.  They are easy to find for sure, but reaching them and getting their attention is something else again.  When you consider how a buying process happens today it becomes a lot easier to understand why it is so hard – and what […]
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engage-facebook-fans
How to engage your Facebook fans
by Tony Vidler        The biggest social media platform on the planet – everyone is there. So how best to engage with all these potential Facebook company page fans who just might one day become clients, or at the very least become advocates?   Professional services firms seem to struggle more than most  other businesses […]
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Create Top Of Mind Awareness With Your Own Clients First
by Tony Vidler          Who do most people turn to first for financial advice? Whoever is “top of mind”…and who is that usually?   Their family.   Research in multiple countries and jurisdictions repeatedly shows that the number one source of advice for consumers who do not currently take financial advice from a professional […]
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ideal-prospects-call-you
Getting to the point where “Ideal Prospects Call Me!”
by Tony Vidler        Who doesn’t want to be getting to the point where “ideal prospects call me” – and preferably continuously.  Being so busy with new client opportunities that you just can’t handle them….So many incoming calls from ideal prospects in fact that we have to put our fees up just to control the […]
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marketing-never-stops
Marketing NEVER Stops For Today’s Adviser
by Tony Vidler        I was asked “when should I slow down or stop the marketing?” Answer: “Your marketing never stops.  Never.”   The rationale behind the question was the adviser has a good and large business – there are enough clients right now.  So it wasn’t a stupid question by any stretch.  But here […]
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subject-lines-are-headlines
The Formula For Writing Winning Headlines
by Tony Vidler        Coming up with a winning headline or subject line is the first objective when writing for clients or prospects.  Anything else we have to say in the body of the message just doesn’t really matter if we can’t get their attention and engagement first.   Whether we are writing for a […]
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give away for recommendation
Little Giveaways Can Generate Recomendations
by Tony Vidler        If you want to generate recommendations from clients and prospects it pays to understand how it is a different process from getting referrals, and if referrals are “the gold medal” then recommendations are the “silver”.  Not the ultimate perhaps, but well worth having, and arguable a little easier to get.   […]
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If you’re converting only 1 in 10 prospects you have a problem
by Tony Vidler        There was a time when converting 10% of your prospects was the path to career success as a financial adviser.  Hard to believe perhaps, but true.  Everyone starting in a sales role was told to just “see the people, see the people, see the people!”? The expectation was that our fame and fortune […]
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content marketing for financial advisors
Sharing your content: how much leg should you show?
by Tony Vidler        When it comes to content sharing, how much is too much?  Or not enough?  To use the old and incredibly politically incorrect line: “how much leg should a lady show?”    General disclaimer to begin with: I m not inviting allegations of sexism and general trashing of whatever reputation I have […]
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What Financial Advisers Are Not Good At
by Tony Vidler        There is something that financial advisers are proving to be not good at doing: That is “Being There”. In this country Statistics NZ compile data from the census every few years and there is a standout statistic that should have financial advisers getting much busier: 7 out of 10 adult consumers […]
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