financial adviser Archives - Page 9 of 44

The most relevant content for clients and prospects? THEIR questions…

by Tony Vidler The constant puzzle for many looking to be more effective in engaging their clients is finding relevant content, or information to share. One of the constantly overlooked areas of HIGHLY relevant content is the actual questions that clients ask… There are several ways of sourcing client questions of course, from the informal […]

The “services” bit in your service business just might be the best ROI

by Tony Vidler The standout burning issue for most professional services firms remains attracting and developing new business, and advisers have a lot of distractions. The thing that is often compromised is existing client service as advisers deal with all the change and try to remain commercially viable. Yet, the most valuable investment for […]

Not All Customers Are Good Advice Clients

by Tony Vidler “All customers are good advice clients”…or are they? Robo-advisers, direct marketing, 24/7 online transaction facilities, product kiosks and over the counter solutions to shoppers at supermarkets…these are all “financial advice” choices for consumers today. (for “Financial Advice” read “anything associated with a financial services product or service which may or may […]

Being clear about what matters most actually matters most

by Tony Vidler Sometimes contracts just don’t provide clarity for the people who work for you. And being clear about what matters for them matters more than just about anything else when it comes to getting the best from your people. When you are running a professional services business there is one thing you […]

Try giving clients the Red Carpet treatment

by Tony Vidler What is more effective: running a client seminar with 100 guests, or running 5 “red carpet” client events of only a dozen or so at a time? Research suggests that the best financial advisers tend to run smaller and more intimate client appreciation events, and do them regularly. The best advisers […]

The 6 Necessities of Modern Marketing for Financial Advisers

by Tony Vidler I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods. Marketing for financial advisers was for years – decades perhaps – a simple matter of making a lot of calls and keeping a constant source of prospective future clients coming through […]

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 up […]

3 Must Haves For Effective Marketing Copy

by Tony Vidler For marketing copy to be truly effective it must have “readability”. If something is easy to read and comprehend quickly then it will be effective – assuming the actual message wasn’t rubbish to begin with. If you have a good offer, or story, or service and can word that well then […]

Pro Bono work: it is still professional advice

by Tony Vidler Oddly, I was asked whether pro bono work is still considered professional advice, implying immediately that it carried some lesser responsibility on the part of an adviser simply because they were not earning revneue from it. Why would pro bono clients deserve any lesser standards of ethical behaviour, professional competency or […]

These 2 Questions Will Help Shape An Effective Message

by Tony Vidler Waaaaay too many times each week I think “that is not an effective message”. There is a lot of material prepared by well educated, articulate and thoughtful professionals that leaves me going “Huh?’ when I read it. And I am not talking about their compliance-focussed advice process documents; I am talking […]

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