financial adviser coach Archives - Page 4 of 6

How to get customers enthused when our products are boring

by Tony Vidler How can we create or transfer enthusiasm to a customer when: Our products are as boring as the boring-est thing ever. The Value that customers receive from financial services products could be years and years and years away….if “physical value” actually ever turns up at all Our products are as boring as the […]

Where to begin with creating a Value Proposition?

by Tony Vidler Creating a compelling Value Proposition is difficult, but if it is achieved it becomes central to a professional’s marketing. The Value Proposition is in effect your promise to your target market: “This is what I will do for you” is what it says in simple terms. The problem that […]

How to go about creating the RIGHT Strategic Alliance

by Tony Vidler A good strategic alliance or two can be the thing that makes success for a professional services firm. It can be a complete game changer. In fact it is so important to get right that the key to finding and forging the right strategic alliance is thinking strategically to begin […]

High Net Worth Clients: The 3 Strategic Issues You HAVE To Get To Grips With

by Tony Vidler The nirvana for most professionals is to work only with high net worth clients. The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally. As with the famous line from Jurassic Park – “life will find a way” – so […]

Here is the closest thing you’ll get to a marketing “free lunch”

by Tony Vidler Who doesn’t love free marketing? This would have to be of the more valuable free marketing things you’ll ever find if you want to grow your business: Google Keyword Planner. It is the closest thing there is to a “free lunch”. In fact it is probable the closest thing you’ll find […]

Generalist V Specialist: Is it harder to be a sprinter or a decathlete?

by Tony Vidler Generalist or specialist? This is an ongoing dilemma for many financial advisers and there is a widely held belief that becoming the specialist is harder to do. But is it really? Let’s look outside the world of professional services and into the highly competitive, no-room-for-mistakes, world of the Olympic athlete […]

Which CRM is right for you?

by Tony Vidler I am losing track of how often I get asked “which CRM do you recommend?” It is a huge decision for a professional service business, and an area where every solution offered seems to fall a little short in one aspect or another. The problem is that for a financial […]

Have Financial Advisers Missed Out On The Social Media Opportunity?

by Tony Vidler After a decade of NOT adopting what is clearly the biggest evolution in consumer communication methods in half a century (at least!), there is a mood amongst many financial advisers that they have “missed the wave” on the social media marketing opportunities. One might as well say you’ve “missed the wave” […]

Consumers WANT to talk to you!

by Tony Vidler The opportunity to grow your professional services firm by gaining new clients has probably never been better because consumers want to talk to you. On the back of the sudden realisation in 2020 that markets do not go up forever, and cash reserves really do help, and it is worthwhile transferring […]

Don’t overlook your low-hanging fruit

by Tony Vidler Have you ever thought about where the easiest wins are in getting new business? Or if you prefer; where the low-hanging fruit is? There will be latent opportunities inside most professionals businesses, and usually those opportunities are taken on an ad hoc, or reactive, basis rather than being pre-planned. There […]

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