financial services marketing

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
Crisis Communications: Sending Virtual Hugs
by Tony Vidler        ok…maybe it isn’t appropriate for professionals to actually send virtual hug memes.  But then, maybe it is.  It all depends on the relationship you have with the client doesn’t it?  For some it might indeed be right….but that isn’t really the point of this article. It is the concept of “sending virtual […]
Read more.
The Words We Choose To Use Have Power
by Tony Vidler        If we want to give ourselves the best chance possible of influencing clients and prospects to change course, which is what professional advice is all about really, then there is no doubt that the words we choose to use can make an enormous difference. Enough experts have done enough research over enough […]
Read more.
You Need A “Tight 5” For Ongoing New Business Success
by Tony Vidler        You want new business and new clients, right? When it comes to building an audience of influencers, advocates, raving fans and interested spectators who will all send business your way, it all begins with having your own Tight 5.  If you follow rugby you probably know where I am heading straight away, […]
Read more.
Content for your marketing has never been easier…just get it delivered.
by Tony Vidler        Content marketing is resonating with financial advisers but many still struggle with working out what content to share, and most still think they have to create it all themselves.  Yet getting content for your marketing has never been easier.  So it shouldn’t be the barrier to improving, or increasing, engagement that many […]
Read more.
The Case Study is an incredibly powerful (and under-utilised) Adviser marketing tool
by Tony Vidler        The case study is without doubt one of the most effective marketing tools a professional can use today as clients demand more and more content which engages them and highlights expertise.  It is one of the more powerful marketing tools for professionals services, and appears to be largely ignored by professionals. It […]
Read more.
How to Position To Get The Right Referrals
by Tony Vidler        Getting referrals is difficult enough for many, but to get the right referrals is even tougher. It’s always nice to get any referral of course, but it doesn’t help if we do get a referral and it is someone that we just can’t deliver great value to. So we do want to […]
Read more.
If you want people buying your advice, then dumb it down!
by Tony Vidler        When it comes to getting people buying your advice one of the best tips I can give is “dumb it down- but don’t treat them like dummies“. There is a big difference between “dumbing it down” and treating people as if they are dumb.  The first is about simplifying the message in […]
Read more.
Details Matter: They Can Double The Return On Your Marketing
by Tony Vidler        Details matter. That attitude was a significant contributor to Apple’s success.  It was the centrepiece of Steve Jobs approach to design.  It made him (and Apple) swags of money. While beautiful design is perhaps not really the forte of professional services firms, we do share something in common with Apple back when […]
Read more.
Target Marketing: Is it an “Either/Or”?
by Tony Vidler        Advisers talk about target marketing as if it is an “either/or” choice. One has to be focussed on the ideal client only and ignore everyone else, or alternatively, you have to be focussed on dealing with as many potential clients as possible and give up on the idea of the “ideal”. […]
Read more.
These 4 things make it easy for prospects to say YES
by Tony Vidler        We all want all of our prospects to say YES, but getting them to do so isn’t necessarily about having a clever line that they can’t say “no” to. Which do you think is more effective with todays educated, wary and sophisticated consumer? 1. The clever sales technique that has you […]
Read more.