lead generation

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 311 other followers

sidebar_tony
Facebook: 2831, Twitter: 13485, LinkedIn: 689
advertising for lead generation
Is Advertising For Lead Generation Dead?
by Tony Vidler        I’ve been running a terribly unscientific survey to find out if advertising for lead generation is dead for todays financial advisers.  Basically the deeply analytical process has consisted of me asking advisers continually for the last couple of years whether they are doing any advertising, and what results in the way […]
Read more.
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 […]
Read more.
Why advertising doesn’t work sometimes
by Tony Vidler        At some point most professionals consider using advertising as a means of lead generation, and usually it doesn’t work quite as well as they hoped. There are a few things to get right when it comes to creating advertising which generates the results you hoped for but the most obvious reason […]
Read more.
referral generation for financial advisers
How to position yourself for referrals from clients
by Tony Vidler        Getting referrals on an ongoing basis from happy clients largely comes down to positioning for them correctly.   Put some thought into how you will position the expectation, and when you will do it in your client engagement, to increase your chances of success.   Most importantly though, earn the right to […]
Read more.
how many leads do you need for your marketing
Do you know what you actually need from your marketing?
by Tony Vidler        It might seem like a dumb question: but “How many leads do you need?”   One of the most common questions I get asked is “what sort of marketing should I be doing?”…and my response is “well, how many leads do you need?”   Here’s the point: you can’t begin to […]
Read more.
How Effective is Advertising For Lead Generation?
by Tony Vidler        There is no doubt you can advertise pretty much anything, anywhere, these days.  Many of the methods and techniques are highly questionable now though in terms of effectiveness, or ROI.   The majority of advisers considering advertising are not terribly interested in creating a brand awareness campaign…they are interested in generating […]
Read more.
financial advisers asking for referrals
How to get the RIGHT referrals
by Tony Vidler        We begin with the assumption that you deserve referrals….and thereafter it becomes a process of determining how best to position for the right referrals.   It is important that you generate the right sort of prospective new clients as not all prospects become the right clients for your firm, and you […]
Read more.
referral-who-do-you-know
Dropping the “Who Do You Know” bomb is dumb.
by Tony Vidler        One of the time-tested techniques of sales is to obtain referrals by dropping a “who do you know” bomb on them…and it is dumb.   It has never actually worked all that well really, and it works even less well today.   Adding an extra word in there doesn’t make it […]
Read more.
achieve-exceptional-growth
What A Practice Needs In Order To Achieve Exceptional Growth
by Tony Vidler        Not everyone wants to have a business which achieves exceptional growth.  Some want a business which just produces a steady income, or a job, and that’s ok.  If on the other hand you aspire to have a high growth firm there are a couple of pretty important strategic decisions to nail.   […]
Read more.
lead-generation
2 Things To Do For Social Media Lead Generation
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 […]
Read more.