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5 Lessons From The Post Mortem of a Marketing Campaign Disaster.
by Tony Vidler        You should always do a post mortem on marketing campaigns. There are always lessons to learn and apply to improve future marketing campaigns.  Sometimes the ones with the greatest lessons are the ones that were a complete flop. This the post mortem from one I observed – and did NOT approve of […]
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How to convert 70% of your opportunities instead of 30%
by Tony Vidler        Imagine the difference to your business if you were able to convert twice as many opportunities.  You spend the same money and effort  but get twice as many sales as a result…it would add a bit to your bottom line wouldn’t it?   The decades old strategy of crunching through the numbers […]
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How to use LinkedIn Groups to build your audience
by Tony Vidler        LinkedIn Groups would have to be one of the easiest ways today for any professional to go about building an audience…or a community of like-minded folk.  And that is what we want our marketing to achieve if we want our business to grow, isn’t it?   It seems that what stops many […]
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The Value Of The Financial Planner: Fixing finances, the future, and feelings
by Tony Vidler        Many question the value of the financial planner, and there has been plenty of research in recent years to attempt to quantify that value.  Quantifying value of advice is a recipe for debate, as the actual difference in net worth or security which can be attributed to the work of the […]
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creating content your customers want
Creating content that customers want
by Tony Vidler        Creating content that customers want is not as hard as advisers think it is.  It is continually suggested by financial advisers that it is difficult to create articles and tips which their customers will enjoy and value and which support the rest of  their marketing and customer service strategies.   Financial Advisers […]
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LinkedIN for Financial Advisers
The Top 10 Tips for Advisers to get some LinkedIn value
by Tony Vidler        Advisers use of LinkedIn generally leaves a lot to be desired and too many treat it as a static display of their CV.  It is a networking platform upon which too few actually do any networking.  To get good value from it follow the basics of networking that you already know…engage in […]
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Marketing places where Advisers just HAVE to be
by Tony Vidler        Even if Financial Advisers don’t feel the need to do marketing I would suggest that there are still some marketing places to be for advisers who feel they have enough clients.   Even when prospecting for new clients is not a particular issue, professional credibility is.  Suppliers, potential referrers, Centres Of Influence…they […]
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financial advisor sales & marketing
Prospecting has never been easier…for some!
by Tony Vidler        Prospecting seems to remain the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier.   If you polled 100 advisers with this simple question I would wager that more than half would answer: “getting enough new business prospects to meet my business objectives”.   Prospecting […]
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good financial advice
Are you giving good advice, or giving what they want?
by Tony Vidler        Giving good advice is different to giving people what they want, isn’t it?  Most financial advisers can do both, and many do in fact deliver both. That is, they often give people what they want because that is after all what the consumer wanted….and the consumer is the boss and has the […]
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Which CRM is right for you?
by Tony Vidler        I am losing track of how often I get asked “which CRM do you recommend?”  It is a huge decision for a professional service business, and an area where every solution offered seems to fall a little short in one aspect or another.   The problem is that for a financial […]
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