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The most preferred, and most effective, client communication tool?
by Tony Vidler Engaging with clients and prospects is critical to getting the right business from the right people, and there is a surefire client communication winner (still): The humble electronic newsletter. Let’s begin by thinking about what you are trying to achieve with any client engagement method and you will probably come […]
Different communications are methods needed for different clients
by Tony Vidler Different people learn and comprehend in different ways, and different sorts of clients need different sorts of communications methods and styles if messaging is to be truly effective. One size really does not fit all. A Little while ago LIMRA did some research on preferred methods of communications by […]
The powerful marketing tool that you use every day, but hardly use for marketing. But should!
by Tony Vidler The most powerful marketing tool most professionals have is the one they use hundreds of times each day, but which they usually do not do any marketing with. email. Love it or loathe it, we all use it. It is not going away anytime soon, and it is not about […]
by Tony Vidler When it comes to the words we use in conversation we all have our own idiosyncracies and quirks of speech, and often do not realise that they can make or break us in business. The actual words that we use convey emotion, bias, judgement, attitude….all heavily influential aspects in having […]
by Tony Vidler “Two Ears but only one mouth”…blah blah blah…sales training 101, right? We know how important it is to “listen” to clients, and we know the danger of losing touch with what they want and what they are thinking. Every single professional has lost good clients at some point simply because […]
Show Prospects The Planning Process, And Get CLIENTS
by Tony Vidler The Challenge: Getting prospects to buy into the financial advice planning process. The Solution: Show them HOW the process works. The keywords there are “show” and “how“….and it is because so many advisers do not focus on these 2 words in the earliest stages of engagement that they struggle […]
by Tony Vidler Professionals underestimate the importance of frequent contact with clients and prospective clients. “Frequent contact” does of course mean being in touch often. How often is often enough though? For a long while the mantra was “be in touch every 90 days”, and that was in a time of expensively printed paper […]