Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 0, Twitter: 13971, LinkedIn: 689
If it’s too expensive then there is a value gap
by Tony Vidler If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”. When a client says “too expensive” YOU you haven’t done your job…there is a gap between the value being delivered and value being perceived by the client. A value gap […]
by Tony Vidler Have you thought about rolling the dice and asking your customers what they would like you to provide? In professional services we are often reasonable at surveying our customers for satisfaction and service levels, and asking generic questions about how we can improve in those areas. More often than not […]
by Tony Vidler There is a “pathway to greatness as an adviser”…and it’s an evolutionary journey, but one where the adviser largely controls how long it takes to evolve. The professionals who consistently achieve exponential growth and performance results are superb on at least one of the following: know their clients personal lives incredibly […]
by Tony Vidler You should post on social media once a week. No. You should post 6 times a day! ummmm….how much is right? The short answer is “it depends”. It depends on the platform you are using, and it depends on your target audience and their appetite for content […]
11 Questions to think about before spending a marketing dollar
by Tony Vidler When advisers are about marketing they all too often focus on what tactics to pursue. This approach often results in disappointment as the marketing results fall short of expectations. The problem is the expectations were not thought about strategically, and the expectations were optimistically vague at best. Tactics are action-oriented….they […]
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. […]
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 […]
Which would you rather be: a Brilliant Technician, and bored, or the Orchestrator running the show?
by Tony Vidler Professional development is all the rage…the regulators and the professional associations and training providers in the compliance space are all putting it top of mind continuously. And virtually all of them have an extremely narrow focus when it comes to the concept of developing a professional. Virtually no emphasis upon […]
Work out where the real money is in your book of business
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, […]
4 Ways to make your emails effective marketing tools!
by Tony Vidler There is no doubt that the most frequently used method of business communication today is still email. One could go so far as to say it is still the dominant digital marketing medium. It begs the question “why don’t more professionals put more effort into making it a central part of […]