financial adviser prospecting Archives - Page 4 of 19

One tactic to make people remember your message…in just another moment…

by Tony Vidler Ever wondered why infomercials or news broadcasts come up with lines like this: “XYZ Corporation closed its doors on customers today leaving 10,000 without the products they had paid for already…more on that shortly.” The “more on that shortly” part creates intrigue of course….but the reason why TV stations do this is […]

Get Writing To Leverage Your Brand

by Tony Vidler Whether you realise it or not you have a brand, and ideally you want your brand to be attracting ideal clients. The problem with most prospecting and lead generation activities for most advisers and firms is that they aim at capturing one prospective client at a time. There is no significant […]

Helping Consumers Compare Solutions Will Lead Them To You

by Tony Vidler Todays consumers will compare before deciding who to use or what to buy, so help them do that. If you help consumers compare solutions well, it will lead them to choose you as their trusted source of advice. The typical buying behaviour for discerning consumers today includes “research & learn” as they […]

Do you have to be unique professionally to have a strong USP?

by Tony Vidler No. YOU do NOT have to be unique professionally to have a strong USP or differentiator. People mistakenly believe that they have to find their “uniqueness” in order to be able to articulate their value to the market with a unique selling proposition. But your professional uniqueness doesn’t really matter in […]

One sure way to build an audience

by Tony Vidler As more professionals lean more on social media as an integral part of their marketing a common question is “how do I get more people following me?“. How do you guild an audience in other words. There are a lot of ways to create an audience of course, but there is […]

Nobody Believes Your Advice Is Actually Impartial AND Free

by Tony Vidler The problem with “FREE” is nobody believes that whatever you are offering is actually free. It might seem free in terms of there being no invoice or obvious price tag, but that doesn’t mean it is “free” does it? Consumers today are alert, have a world of information in their pocket […]

Create Video’s To Improve Your Client Service Experience

by Tony Vidler Most advisory firms don’t create videos of their own it seems. So, most advisory firms do not appear to have taken advantage of the consumer appetite for video, or how they can improve client service & experience (& efficiency) by creating their own videos. It seems they have not done so […]

How To Get Buy-In From Clients To Full Advice

by Tony Vidler Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with. Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills […]

New Ways To Lift The Game With Customers

by Tony Vidler Have you thought about rolling the dice and asking your customers what they would like you to provide? In professional services we are often reasonable at surveying our customers for satisfaction and service levels, and asking generic questions about how we can improve in those areas. More often than not though […]

One Fast-Track Method To Establishing A Reputation As An Expert

by Tony Vidler Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals. rofessional referrals are those where a client […]

financial adviser prospecting

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox