financial advisor Archives - Page 31 of 43

High Net Worth Clients: The 3 Strategic Issues You HAVE To Get To Grips With

by Tony Vidler The nirvana for most professionals is to work only with high net worth clients. The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally. As with the famous line from Jurassic Park – “life will find a way” – so […]

Do you really know what your clients want?

by Tony Vidler Do you really know what your clients want? A classic mistake that professionals tend to repeat is assuming that their clients all want the same thing, which coincidentally is the very thing that the professional specialises in. There are usually 2 things wrong with this assumption: clients are not all […]

Share Your Opinions If You Want To Get Noticed

by Tony Vidler A core objective of great marketing is to get noticed, and what generates more notice than strong, well articulated and thoughtful opinions on topical issues? Forming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed. Virtually […]

You are already using Digital Marketing daily, so why not use it well?

by Tony Vidler From what I observe, around 50% of professionals today still say they do not use digital marketing – and a fair proportion of those who say they don’t also say they don’t ever intend to use it either. However, from what I actually observe when it comes to how many professionals do […]

Use the title prospects would search for, not what the industry calls you.

by Tony Vidler A simple tip to strengthen your ability to get found by your ideal prospects when they are searching online: use the title that THEY would use for someone like you, not the title we might use with our industry peers. It sounds a simple thing, but it is an area that […]

Consumers won’t use Financial Planners until they know what we do…

by Tony Vidler “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” Wow. What on earth do consumers think […]

Publishing Content: it’s where authority meets effective marketing

by Tony Vidler Every professional should aspire to being an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person they think of when a particular issue arises, you want to be positioned as their only viable […]

Here is the closest thing you’ll get to a marketing “free lunch”

by Tony Vidler Who doesn’t love free marketing? This would have to be of the more valuable free marketing things you’ll ever find if you want to grow your business: Google Keyword Planner. It is the closest thing there is to a “free lunch”. In fact it is probable the closest thing you’ll find […]

The 1 Thing You Need To Actually Make Your Strategy Work For You

by Tony Vidler For most professional services firms today the strategic challenge of the moment is determining what the right strategy is that will work for the firm rather than making it work. But when you do settle on your strategy you then have to make it work – and that is a separate challenge. […]

professional development for financial advisors

The problem with Professional Development programs

by Tony Vidler Most training programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s practice…but the real reason why training fails is because it doesn’t address all the necessary components. In order […]

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