financial advisor

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 322 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689
5 ways to make smarter use of your CRM system
by Tony Vidler        In days gone by Customer Relationship Management (CRM) systems were used as little more than simple marketing machines. They contained enough information to know who your clients were and how to contact them, and perhaps even had some prospects in there, and be able to produce a mail merge to run […]
Read more.
Where to begin with social media marketing?
by Tony Vidler        As professional advisers are more often than not still contemplating how to use social media as part of their overall marketing and client communication strategies 3 huge questions dominate their thinking: 1.  Which social media platform should I use? 2.  What should I post or publish? 3.  How often should I […]
Read more.
Twitter for financial advisors
3 things will get you attention and traction with Twitter.
by Tony Vidler        “How should I use Twitter” is the question which follows the decision to embrace it.  In other words, how do you get Twitter attention and then get traction with a following?   There has been a paradigm shift in recent years as more and more information is available, and on more […]
Read more.
financial advisor
Be Your Client’s Consigliere
by Tony Vidler        Which is the more effective style for a financial adviser to adopt: 1. The Expert          OR 2. The Counselor     It is a question many struggle with, and the ideal position is actually: “be either depending on what is required”   This choice is not really […]
Read more.
How to explain your Process and Fee to clients
by Tony Vidler        Many advisers have difficulty explaining their fee basis, and the client advice process, in a clear and logical way. It becomes a barrier to engaging clients, and undermines our professional image, when we fumble and stumble on a fairly straightforward part of being in business. As with most things in the […]
Read more.
referral-who-do-you-know
Dropping the “Who Do You Know” bomb is dumb.
by Tony Vidler        One of the time-tested techniques of sales is to obtain referrals by dropping a “who do you know” bomb on them…and it is dumb.   It has never actually worked all that well really, and it works even less well today.   Adding an extra word in there doesn’t make it […]
Read more.
What is the point of an expensive CRM system?
by Tony Vidler        An adviser who plans on being in the business for another couple of decades asked what the point is in paying for an expensive and fancy CRM system. Honest.  He did ask that. He has a list of clients in Outlook and has the clients home addresses, phone numbers, and sometimes […]
Read more.
The Professional’s Branding Challenge: how to look different while blending in (& why it matters)
by Tony Vidler        When it comes to creating a personal brand as a professional, the irony is we have to look different – while blending in and looking the same. One cannot afford to look any less professional than your peers or competitors.  So to a large degree degree there is a market expectation […]
Read more.
goldmine-in-practice
How Big Is The Goldmine WITHIN An Advisers’ Practice?
by Tony Vidler        Just how much opportunity is sitting inside the typical adviser practice?  How much new business is waiting inside that existing database?   It Is Usually A Goldmine.   A report from a couple of  years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]
Read more.
three-dimensional-marketing
3D Marketing: There IS more than one dimension
by Tony Vidler         There is a tendency for those in professional services to see marketing in a single dimension whereas it really is multi-dimensional. Typically marketing is seen as being one of two quite different things – and neither are entirely right in themselves. It is either something “strategic” and broad and slightly fuzzy, […]
Read more.