financial advisor marketing Archives - Page 8 of 19

We should be using more video with email

by Tony Vidler If you aren’t using video with email to educate and engage clients and prospects yet, why not? It seems an odd thing with everyone having smart phones that can take high quality video’s on the spot, and with everyone also drafting and sending perhaps a 100 emails a day, but […]

Generalist or Specialist, You Can Still Achieve Exceptional Growth

by Tony Vidler Some advisers opt to head down either the generalist or specialist path simply becuase that is what gives them professional satisfaction – and it is not about achieving particular commercial objectives. They work the way they do because they enjoy it. Not everyone wants to have a business which achieves exceptional growth […]

Begin Within: The FIRST Place To Market Your Practice

by Tony Vidler The first place you should market your practice and your own expertise is inside your own practice. Begin Within. It is where you will have the most receptive environment for refining and crafting your value proposition and marketing messages, where you can “field test” campaigns and promotional ideas, and most importantly, […]

4 Ways To Create Attention-Grabbing Headlines

by Tony Vidler The headline does all the work of grabbing attention to begin with, and if you don’t grab attention then there is no chance of having a prospective client decide to engage with your marketing. The logic is pretty simple really. The buying journey for any consumer begins with someone getting […]

Niche or Nest Marketing: Which is Best?

by Tony Vidler Niche marketing and nest marketing are concepts which are often confused, or referred to interchangably, by advisers. They are not the same thing, and they are also not even mutually exclusive: you can do both of course. In fact I’d challenge the view that professionals should find “A” niche…why wouldn’t you […]

Build An Audience Through Twitter

by Tony Vidler Instead of “prospecting” shift the thinking to how to build an audience if you want a pool of potential future clients who might engage you. That is one of the main factors in creating ongoing demand for advisory services in todays world. Consumers are choosing when and how to engage, […]

Creating Happy Clients Is Not Enough

by Tony Vidler Creating and keeping happy clients IS essential for the success of a professional practice. There is no question about that. But is it enough to help a practice grow at a greater than industry average pace? I don’t believe so. Being a great practitioner and running an efficient & […]

Unbundling Planning To Get More Client Engagement

by Tony Vidler Unbundling planning creates higher numbers of prospects and clients engaging in full financial planning, and can lead to higher revenue per client as well. More clients engaging in more comprehensive advice and creating higher lifetime value per client. That has to be worth thinking about doesn’t it? When we try […]

Is Your Marketing Budget As Big As Your Dream?

by Tony Vidler Nobody likes a budget – even financial advisers don’t. But a marketing budget for your business is a good budget…it’s an investment in growth. Even well established advisory firms usually want growth as they usually want to do more business with higher value and more challenging client cases. For early stage […]

Why you should think of Prospects as “an Audience”

by Tony Vidler The dominance of mobile search means prospects will typically first engage with you or your brand because of the content you’ve posted online. So who is your content for? It is essential to understand who your audience is. Maybe even more importantly you must continually think of those prospective future clientele […]

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