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How much client contact is too much contact?
by Tony Vidler        Getting the frequency of newsletters or regular client communications right is a real challenge.  How much is too much, and runs the risk of you being a nuisance?  How much is too little, and runs the risk of you being forgotten? The right answer is “it depends”. It depends on your audience, […]
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The 3 Keys To Attracting Your Successors – and attract the talent
by Tony Vidler        It is one thing to atract talent to your firm, it is quite another to attract successors with the right talent though.  Many financial advisory firms see the need to create leverage and handle their own succession issues through recruiting new advisory talent but struggle to do it successfully.   The main […]
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Get The Right Advisory Board For Your Business
by Tony Vidler        Appointing and Advisory Board is the big step from running a small advice business providing a good lifestyle to running a practice that leverages you.   An Advisory Board should mean bringing in the outside expertise and accountability that your owner-operated busines doesn’t have…and needs if it is to grow. Putting together […]
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How to make sure email marketing is effective
by Tony Vidler        Effective email marketing is a lot tougher now than just 2 or 3 years ago, yet it is still one of the most effective marketing methods available if we get it right. In the old days, say 4 years ago, a good mailing list together with a branded email platform and great […]
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The Ultimate Personal Brand Position: Own A Word
by Tony Vidler        The ultimate goal in building a strong personal brand is to own a word in your target markets mind.  It may be own a phrase rather than own “a word” of course, but the point is you want to be KNOWN for something.  You want to create a position where your target […]
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Target Marketing: The Smart Play For Your Advice Business
by Tony Vidler        Target marketing is usually the difference between those firms who get the right sort of clients, and those who just get customers. Clients follow advice, because they value it. Customers engage in transactions.  They buy products.  They take a bit of advice here and there…as it suits them. Trying to get more […]
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You COULD generate more business than you can handle if you use digital marketing well
by Tony Vidler        Regular readers will know that I am a massive fan of using social media and other digital marketing tools and tactics, especially in professional services where we are trying to market our expertise, rather than sell a tangible product.  My reasons are simple: we need to create recognition in our target markets […]
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A simple way to boost your marketing impact with your daily emails
by Tony Vidler        Have you thought about the marketing impact you could get with your daily emails?  Probably not, because rarely do we think of the 60-100 emails we send 1-to-1 daily as “marketing” so we also don’t think of them in terms of having a potential return on investment either.  But we should…in fact […]
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Give COI’s the experience of what you do
by Tony Vidler        One of the most effective things you can do to create confidence and support from prospective COI’s is take them through your client experience. Actually do the job that you do, for the Centre Of Influence. It is incredibly powerful and effective, and the chances are good that you will pick them […]
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Use a puzzle to provide clarity to clients!
by Tony Vidler        How often do financial advisers struggle to explain to prospective clients, or audiences at large, what it is they do? Providing clarity so that clients do not struggle to understand the explanation must be the objective, surely? This diagram pictured on the left is an excellent tool that works well (even with […]
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