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12 Prospect Barriers WE Must Address
by Tony Vidler There are many barriers which can prevent a prospect from engaging in the professional financial advice process, and those prospect barriers are our problem to address. WE have to try and eliminate or negate all of them. The first step in understanding how to negate them is of course […]
by Tony Vidler Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process. To be fair the required level of trust initially is relatively low – can they trust you not to waste their time…can they trust that you really know what you are doing….can […]
by Tony Vidler Unbundling planning creates higher numbers of prospects and clients engaging in full financial planning, and can lead to higher revenue per client as well. More clients engaging in more comprehensive advice and creating higher lifetime value per client. That has to be worth thinking about doesn’t it? When we try […]
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 […]
How much TIME do super-successful advisers spend on marketing?
by Tony Vidler How much an adviser should spend on marketing is a perennial question with an expectation that there is a definitive $ or % answer. There isn’t. So the better question is how much time should an adviser spend on marketing. We know that time is money. We know that […]
by Tony Vidler To create an effective advertising campaign – one that gets you the results you wanted to begin with – there are 5 steps. Many professional services firms miss at least a couple of them, and inevitably are disappointed with the results of their advertising efforts. That is not surprising […]
by Tony Vidler The easiest method for anyone to generate and get more referrals and favourable introductions is to GIVE more referrals and introductions. This is just not done as much as it could or should by most professionals, and usually they say it is because they “didn’t think of it”. […]
by Tony Vidler Lead Generation is the primary goal of content (or engagement) marketing for many. The effort and time invested in producing, sourcing and delivering content to an audience of potential future clients has a single purpose, and that is to move them closer to wanting to do business with you. […]
by Tony Vidler “Advisers are finding success using social sites to cull prospects, build their brand, communicate with clients and improve their referral network” Apparently some 85% of advisers in the US are now actively using social media, and while I am mildly surprised by this result as it is higher than I […]
by Tony Vidler Twitter is crowded and noisy and it can be difficult to get found by your prospects…but there ARE a few things you can do that will help them find you. There are prospects for you on Twitter… Because Twitter is full of prospects who are engaged. That is one of […]