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When you cannot think of a better way to market yourself, try this…
by Tony Vidler        When all else fails and you are at a loss to market your particular value as an adviser, the safest marketing path is to sell “convenience”.   We all know, because we all do it, it is simply more convenient to go to the supermarket than an array of specialty shops.  […]
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Could Advisers Be DRIVING Revenue To Online Providers?
by Tony Vidler        I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business?   A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]
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10 Mistakes That Advice Businesses Keep Making
by Tony Vidler        So many advisory firms do not realise their potential, and the top mistakes which hold them back are more often than not nothing to with their ability to be great advisers. They tend to fall into the category of being basic commercial mistakes.   So the main mistakes that advice businesses […]
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A Good Financial Adviser MUST Consider Risk Management
by Tony Vidler         Financial planners and professional advisers who do not tackle risk management issues thoroughly for clients do the clients a disservice.   Perhaps that is a little challenging to some of todays professionals, however too many advisers seem to struggle with positioning risk management in their suite of services to clients.  It seems […]
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Give Gifts That Give Back
by Tony Vidler        How much do clients really value the standard corporate gift?   It is a nice gesture and usually generates a level of appreciation…but often it is a very very fleeting moment in the clients’ mind and relatively quickly forgotten.  There is a limit to the level of gratitude that can be […]
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An old-school attention-grabbing technique that still works!
by Tony Vidler        In the bid to cut through the clutter and noise that surrounds prospects today we often overlook the simple things that used to work – and still will work if we use them.  In fact, arguably some of the old-school marketing techniques are potentially more useful in the digital world simply because […]
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How To Deliver Value During Prospect Engagement
by Tony Vidler        Sometimes when professional advisers are struggling to engage meaningfully with prospective clients, or struggling to get them to engage at all, the solution is to go back to the very basics and question whether YOU are delivering value in their minds.   In the continual battle to be relevant and valuable […]
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Just a little different is enough to stand out
by Tony Vidler        In order to be different, and stand out in a positive way in a crowded and noisy marketplace, it pays to do things a little differently to your key competitors.  But just “A little differently” doesn’t mean you have to be radical.   The first step in working out how and where […]
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Blending Old Ways With Modern Comms To Get Attention
by Tony Vidler        Blending the old and the new can be a great way to stand out in the digital world, and there are few better examples than this one from an older adviser who was happy for me to share it.  He generates excellent engagement and responses…and it is so simple!   Remember […]
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THE Business Opportunity for Professional Advisers
by Tony Vidler        The typical small business is only doing one of two things: growing, or going…. …and THERE is a fabulous opportunity for today’s professional adviser.   Regardless of which research you read there is a constant theme: Small Business Owners have some real issues, and clearly a significant proportion of SME owners […]
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