financial services marketing Archives - Page 10 of 32

Who you know matters more than anything else

by Tony Vidler There’s too much emphasis now placed upon “what you know“. Who you know matters more if you want to have a successful business. I know…I know…heresy! (But hear me out). Most professional advisers today actually know enough. Sure, we always need to improve and there’s always more to learn and continuous […]

Why didn’t the client call ME?

by Tony Vidler “Our clients did business with another adviser and didn’t call us to do it – Why?” How often have I heard this from advisers? Too often. It is possible that they just don’t think you are very good, or maybe they just don’t like you. Maybe that is why…but then, why […]

The Magnificent 7: who do you need if you want corporate clients?

by Tony Vidler One of more unusual things that has been observed over the years is that usually there are 7 people you have to get onboard to get a corporate client. Exactly who is in the “Magnificent 7” depends on the size of the firm, and even small firms will often involve 7 […]

Social Media: Are you hogging the conversation?

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 or engagement, and it […]

Where should your Professional Development focus be: becoming a Brilliant Technician or an 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. They want to develope brilliant […]

Engage, Engage, Engage…Make prospecting a PROCESS!

by Tony Vidler If real estate is driven by location, location, location, then surely the prospecting process is driven by engage, engage, engage. I’ve previously posted about the problem with generating referrals consistently largely coming down to the lack of engagement with, and by, clients. A process of engagement is also often the missing […]

Why don’t you roll the dice and ask for referrals anyway?

by Tony Vidler On some things you just have to roll the dice and take your chances in life. Asking someone for a date….getting on a plane…or asking for referrals. It doesn’t always work out of course, but as a great hockey player once said: “You miss 100% of the shots you don’t take.” […]

Give Client Gifts That Give Back

by Tony Vidler How much do clients really value the “business gift”? It is a nice gesture and usually generates a level of appreciation…but often it is a very very fleeting moment in the clients’ mind and quickly forgotten. There is a limit to the level of gratitude that can be achieved with a […]

The Maximum Value Zone Of Service For Advisers

by Tony Vidler For many professional services firms delivering value from actively lifting service levels is a means of differentiation, while also creating maximum value for the practice. Improving profitability through service differentiation is good for the practice of course, however it is not a sustainable differentiator in itself which then threatens future profitability. […]

Showing gratitude: Do your clients know that you value them?

by Tony Vidler Silent gratitude achieves nothing. Yet, gratitude is one of the most powerful emotions because it highlights to others that you value them, or what they have done. But gratitude is worthless if you never express it. It also happens to be one of the most simple ways of building client and […]

financial services marketing

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox