financial planning Archives - Page 16 of 39

The case for using Case Studies

by Tony Vidler One of most powerful marketing tools appears to be one of the least used in professional services. Case studies work so well in professional services because so much of what we can do for clients, or the outcomes they get from working with us, remain a mystery to the non-clients. Great […]

Compliance Can Be Torture For Consumers

by Tony Vidler Compliance has a lot to answer for. Compliance can be torture for consumers, and that is not good for them or the industry. One of the truly negative consequences of evolving best practice advice standards is the trend to torture clients with excessive paperwork. Now torture is a rather harsh word, and […]

When To Take Online Engagement Offline

by Tony Vidler A frequently asked question by professionals using digital marketing is “how, and when, do I take the online engagement offline into the real world?” Let’s assume for the exercise that you have made a new connection on Linked for example. Often professionals will make new connections and then wonder what to […]

2 things to look for when hiring a Virtual Assistant

by Tony Vidler As cost pressures mount and margins decrease for many professional service firms they are increasingly looking to hire “virtual” staff. That is, staff who are not necessarily permanently on the payroll, and definitely not permanently on the premises needing “housing”. India and the Philippines are probably leading the charge in providing […]

10 Reasons why an Advisory Practice just stays “practicing”

by Tony Vidler Why is an Advisory Practice called a “Practice”? I think it is because more often than not the business is mostly practicing to be a business. When a “practice” has actually made it then everyone calls it “a firm”. THE common denominator in a Practice appears to be that the Principle, […]

Not all clients are equal…well, not equal value anyway

by Tony Vidler Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but as clients they are not. Each client relationship has a commercial value….and a commercial cost. Each therefore has varying profitability, and […]

3 things your marketing message must do to get quick wins

by Tony Vidler “Long term marketing ideas are great, but what do I need to do to get some quick results?” A fair question…sometimes we need our marketing message to produce some pretty quick wins – which it can do if you get 3 things right. In this weeks Quick Tips video we discuss […]

Are you willing to pay the price?

by Tony Vidler Given the vast raft of changes and challenges facing advisers the question of whether one is willing to pay the price should be considered. I tripped over this again a little while ago while re-visiting some classic books, which in this case was “The Feldman Method”, by Andrew H. Thomson. Ben […]

3 Is The Key To Effective Presentations

by Tony Vidler 3 is the magic presentation number. Effective presentations are structured in “threes”. It is a well established principle that people absorb information best when it is presented in 3 points…and while listing your best 3 features or benefits is more effective than listing your top 10 to most consumers, applying a […]

Where your Value Proposition REALLY fits in

by Tony Vidler A well crafted and well articulated Value Proposition is the key component in any good marketing strategy. Even though it is the most important part of the entire marketing message, it is not the first thing however… To craft a great marketing message for your business there are three essentials and […]

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