Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
How To Fix A Prospecting Problem
by Tony Vidler The “prospecting problem” is the most frequently requested area for help amongst advisers…it is the p perennial problem. There just never seems to be quite enough of them to meet the new client acquisition needs of the firm! Often an adviser asks for help on prospecting right about the time […]
by Tony Vidler One of the areas which you would think would dominate our prospecting activities is one where many professionals struggle: getting friends and associates onboard as clients. A fantastic adviser that I knew well and who is since retired working in rural town in New Zealand managed to be one of […]
Getting New Clients: It all begins with one thing….
by Tony Vidler In 3 separate conversations this week with advisers we talked about different approaches to getting new clients onboard, and each had lost sight of what the single most important element in getting new clients onboard was. Each thought that the objective of their marketing was to get a new client onboard. […]
How to use the business you DON’T want to do to get the business you DO want
by Tony Vidler We all want to get more business, but we want to get the right sort of business for ourselves or our firm naturally. Once you have figured out what sort of business it is you do want to get you have (by default) figured out the areas of advice that […]
by Tony Vidler When it comes to using social media for lead generation it would appear that the majority of professionals still have reservations about the effectiveness of it as a marketing strategy. Yet, everyone they know uses social to connect, research, engage and decide on future actions. It is clear that consumers […]
by Tony Vidler You will gain or lose potential clients in just 8 seconds….well, actually it is a lot less than that. The clock is ticking…and a lot faster than many realise. In reality you have 3 seconds or less to get them to engage with you and your message, or they are probably […]
by Tony Vidler Testimonials are great marketing, but they are losing their effectiveness to some degree. All is not lost however, as one small change CAN make them resonate with your target audience a little better. Consumers are not silly and they know we are never going to be silly enough ourselves to […]
by Tony Vidler “What do we have to get right for prospects to become clients?” “Remove or negate the barriers to them deciding to business” “What barrier?” “All of them…..” There are many barriers which can prevent a prospect from engaging in the professional financial advice process, and WE have to try and […]
by Tony Vidler Creating sufficient trust with a prospective client is the critical initial hurdle to having them engage with a professional advice process. We need to have potential clients open up about their financial history, health and family issues, their future dreams and aspirations….all the deeply personal things that they generally don’t […]
by Tony Vidler To create an effective advertising campaign – one that gets you the results you wanted to begin with – there are 5 essential steps. Many professional services firms miss at least a couple of them, and inevitably are disappointed with the results of their advertising efforts. That is not […]