financial services marketing Archives - Page 32 of 34

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 and sophisticated consumer? 1. The clever sales technique that has you […]

Target Marketing? Follow the seam of gold if you find it, but don’t spend money looking for it

by Tony Vidler Whenever I hear advisers talk about target marketing they seem to think 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 […]

Different communications are methods needed for different clients

by Tony Vidler Different people learn and comprehend in different ways, and different sorts of clients need different sorts of communications methods and styles if messaging is to be truly effective. One size really does not fit all. A Little while ago LIMRA did some research on preferred methods of communications by […]

Giving is good for business, so why not do it all year?

by Tony Vidler It’s a distant memory I’m sure, but one of the things that everyone loves about the Christmas holiday season is it becomes noticeable that many folk relax just a little bit more….give others a bit more time and leeway…become just a little more charitable….and of course there are the client gifts. […]

3 Reasons Why Professionals Should Be Using Twitter

by Tony Vidler It seems to be one of the least understood social media channels in the professional services world, and barely (or poorly?) used by many. For any professional looking to build an audience and a personal brand centred on being an authority, or expert, in a particular area it is a […]

Sell holes, not drills, to get more customers

by Tony Vidler When people go to the hardware store and buy a fantastic electric drill they are not usually terribly interested in the drill itself. They want a hole. This is an elementary truth about consumers buying behaviour They buy products for what the products can do for them, not because […]

Lead Nurturing: “Me luv you long time” actually pays off

by Tony Vidler It’s funny how the phrase “me luv you long time” has become iconic while being used as a blatant untruth. The way it is used in modern pop culture is to highlight precisely the opposite attitude – me no luv you much at all, but me luv your money. Adopting this […]

Could Advisers Be DRIVING Revenue To Online Providers?

by Tony Vidler I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business? A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]

Why Lawyers sell more than Financial Planners

by Tony Vidler Why is it that everyone tells jokes about lawyers and begrudges their work, yet lawyers tend to do pretty well in business? How is it that lawyers who tend to be pretty awful at marketing their services get so much business? Why is it that so many financial advisers […]

How to Find Your Facebook Mojo

by Tony Vidler Facebook…love it or loathe it….it matters in creating an online brand. In the serious world of professional services with all its technical jargon, graphs, charts, acronyms and incredibly dull stuff as far as the average consumer is concerned, Facebook presents an opportunity to showcase individuals as unique personalities. Therein […]

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