financial services marketing Archives - Page 6 of 32

How To Get Buy-In From Clients To Full Advice

by Tony Vidler Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with. Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills […]

New Ways To Lift The Game With Customers

by Tony Vidler Have you thought about rolling the dice and asking your customers what they would like you to provide? In professional services we are often reasonable at surveying our customers for satisfaction and service levels, and asking generic questions about how we can improve in those areas. More often than not though […]

It’s a No Brainer: You should already be using Digital Marketing

by Tony Vidler I still have conversations with advisers about whether they should be using digital marketing. Unbelievable, right? There are a lot of financial advisers still sitting on the fence when it comes to incorporating digital into the marketing mix, but it really is a no brainer. The perpetual marketing challenge is to […]

You Can Become A Trusted Brand Before Clients Even Meet You

by Tony Vidler For any individual adviser to become “a trusted brand” in your target markets mind has to be their main marketing goal. The importance of great engagement with prospective customers cannot be over-emphasised here…it is THE fundamental shift in effective marketing techniques over the last decade because it is the solution to the […]

Are you sure your clients know what else you COULD do for them?

by Tony Vidler All too often advisers are disappointed to find that a client has done business elsewhere…that their “main” adviser could have done for them! The reason is usually a very simple one: the clients do not know everything we could do for them. Or perhaps they did know, but forgot. Or worse, […]

You fix financial worries…so why not market that?

by Tony Vidler It seems pretty much everyone has financial worries. “Investors spend 475 hours a year worrying about money” apparently. Well I bet the people who don’t have enough to be considered “investors” spend a heck of a lot more time than that worrying about money….but still, this is about 20 days each […]

One Fast-Track Method To Establishing A Reputation As An Expert

by Tony Vidler Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals. rofessional referrals are those where a client […]

Uncomfortable with Referrals? No problem…there is another way…

by Tony Vidler Being a firm believer that Word-Of-Mouth marketing is THE most effective form there is, I do bang on about being referable and engaging with the target market…but… REALITY CHECK: Some people just never feel comfortable giving referrals. In fact there IS a good chance that you will jeopardise your existing business […]

How To Balance Satisfied Clients With Profitability

by Tony Vidler What impact on practice profitability does this have: “Despite ongoing efforts to improve service, positive customer experience levels decreased significantly across the world” This was from a report released a little while ago on the performance of the insurance sector globally, and it highlights a real dilemma for practitioners. Can we […]

Professional Triage: Targeting The Immediate Need

by Tony Vidler A huge mistake many advisers make is trying to deliver comprehensive advice to a client concerned only with an immediate need. We need to recognize when triage is required, as opposed to when ongoing nursing is needed. The immediate need is the more often the trigger for an advice client to coluntarily […]

financial services marketing

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox