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How to do client video testimonials the right way!
by Tony Vidler        Testimonials are good for business – but we all know that. Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far more […]
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Making the move into charging fees for advice
by Tony Vidler        The easiest way for advisers who are worried about trying to charge fees for their expertise or time is to sell a service which is not product related at all.  This seems daunting to the many financial advisers who have “grown up” in an environment where they were paid by commissions […]
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R.I.P. To Some Accepted Wisdom For Growing A Practice
by Tony Vidler        In challenging times growing an advisory practice is incredibly difficult, and one of the methods has become conventional wisdom – but that doesn’t mean it is right in these days of fundamental and structural change.   The concept of a professional firm requiring 3 distinctly different roles of a Finder, Minder […]
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The Value of GETTING Good Advice
by Tony Vidler        If you believe in the value of advice, then it makes sense to believe in the value of getting advice for yourself – or rather, for your business.   Nearly every small business can benefit from having a robust governance structure providing strategic input (and insight), additional skills, accountability and excellent […]
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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 […]
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how good do you look online
The Basics Of “Looking Good” – Professionally Speaking
by Tony Vidler        These days our image precedes us…people are forming impressions about us from the initial contact and their initial search results.  Those initial searches and follow up emails create a professional image immediately, and hopefully establish a position of credibility (and perhaps authority) in the prospects mind.  It is essential therefore to […]
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Yin and yang of modern marketing
How To Blend Old AND New Marketing Methods: An Example
by Tony Vidler        Old, traditional, marketing methods….or new, modern, methods? Which is best?   Neither are “best”…and both can be pretty effective.  Using the best of both simultaneously though can be fabulous.   Traditional marketing methods mixed with modern technology, data-driven insights and delivery platforms can be extremely effective…in fact using everything is absolutely […]
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Here is how to explain, and show, your value to a client in 10 seconds
by Tony Vidler        I am a massive fan of drawing little diagrams to explain technical ideas, but they are also a fabulous way of articulating the more nebulous concepts that people struggle to grasp.   One of my favourites is a very simple picture that anyone can scribble on a cocktail napkin in 10 […]
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how many leads do you need for your marketing
Do you know what you actually need from your marketing?
by Tony Vidler        It might seem like a dumb question: but “How many leads do you need?”   One of the most common questions I get asked is “what sort of marketing should I be doing?”…and my response is “well, how many leads do you need?”   Here’s the point: you can’t begin to […]
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educate your prospects to convert them into customers
You Can Become A Trusted Brand Before Clients Even Meet You
by Tony Vidler        For any individual adviser becoming “the trusted brand” in your target markets mind has to be the main marketing goal.  The importance of great engagement with prospective customers cannot be over-emphasised here…it is THE fundamental shift in effective marketing techniques over the last decade because it is the solution to the fundamental […]
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