financial services marketing Archives - Page 15 of 32

What do Life Insurance customers want?

by Tony Vidler One of the questions that continually vexes professionals is “what do customers want?“ In the life insurance area of financial services the answer is even tougher to find than usual, because insurance for virtually all consumers is an absolute grudge purchase. When we think about it logically every person who buys […]

A surefire way to get a Prospect to choose You!

by Tony Vidler You are ALWAYS competing to have the next prospective client choose you. In fact, even with existing clients who are still deciding on whether to follow the next piece of advise, there is a decision being made about whether to choose to follow it…or choose “you” as it were. We are […]

How to engage clients in a review of financial advice

Your Philosophy MIGHT Be Your Real Point of Difference

by Tony Vidler Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning. So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]

When it is time for a business name makeover?

by Tony Vidler Where do you start when it is time to get a makeover for your business? Change the business name? How do you even know when to think about it seriously? The “when” is driven by whether your business is growing at the rate you expect, and attracting new clients. If it […]

How to create more compelling offers

by Tony Vidler What financial advisers do is valuable, but it is often not compelling. To creating more compelling offers we need to bring the long term into short term focus, and the secret to that is defining short term gain. Because retirement is so far away…there’s plenty of time to do stuff, right? […]

Know, Like or Trust? Where do you start?

by Tony Vidler By now pretty much everyone has got the mantra that people do business with people that they know, like and trust, but which comes first? Where do you start? the Know, Like or Trust? Simple questions perhaps, however when you are first meeting prospective clients and know full well that […]

How To Crack The Content Creation Conundrum

by Tony Vidler Content Creation appears to be the Number 1 barrier for professionals wanting to use digital marketing tactics. Inevitably I seem to hear “……Yeah, I think social media would be useful….but I have nothing to write about and nothing to say….“ Creating content is an issue. Just as big an […]

What you should expect from good coaching

by Tony Vidler It is a peculiar thing…most of us recognize the difference that getting good coaching – or poor coaching – can make to any athlete or sports teams performance. In fact most of us have often held quite passionate views about the merits of coaches…Very few professionals however seem to make the […]

6 Steps to becoming the “Go To” Adviser

by Tony Vidler “The modern sales professional doubles as an information concierge – providing the right information to the right person at the right time in the right channel. Socially surround your buyers and their “sphere of influence”…” Jill Rowley; Oracle. The phrase “information concierge” captures the essential strategy for professional positioning […]

digital marketing for financial advisors

5 basic tips for helping your next customers find you

by Tony Vidler In a perfect world customers find you, rather than you having to find them. The world is never entirely perfect of course, but certainly we can often do better in having customers find us…and the good news is that today’s customers are out there looking for the right provider. We […]

financial services marketing

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