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new-clients
Getting A New Client Begins With 1 Thing….
by Tony Vidler        When I ask advisers what is the number 1 thing in getting a new client I nearly always get an answer linked to marketing…the new client needs to be found via one method or another.  I see the logic of that answer, but disagree with it.  A prospect is found via marketing […]
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2 Things To Do For Social Media Lead Generation
by Tony Vidler          When it comes to social media 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.  Somehow most think that all of these […]
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If you’re converting only 1 in 10 prospects you have a problem
by Tony Vidler        There was a time when converting 10% of your prospects was the path to career success as a financial adviser.  Hard to believe perhaps, but true.  Everyone starting in a sales role was told to just “see the people, see the people, see the people!”? The expectation was that our fame and fortune […]
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referreals not converting
Referrals Not Converting? This may be why…
by Tony Vidler        Too many referrals today are not converting into clients for too many professionals – and all too often the professionals are puzzled about why that is.   Typically it comes down to us not looking good enough on line.  Todays referrals usually do a quick search before deciding whether to meet […]
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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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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 […]
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