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The Top 20 Adviser Marketing Kitbag Essentials
by Tony Vidler        It would be fair to say that adviser marketing is not a specialty subject for most advisers…they are usually great technicians and deliverers of financial advice and coaching, and they are usually great at selling and relationship management at an individual level.  Not so great at getting the marketing going though…. […]
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Incentives For Clients: What is appropriate?
by Tony Vidler        What incentives are appropriate for encouraging clients to refer other clients?  Are incentives appropriate at all?   Some would even ask “Why provide incentives at all?  Surely if the product or the advice is good value in itself then no further incentive is needed?”   These questions around incentives for promotions […]
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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 […]
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First, Become Famous In Your Neighbourhood
by Tony Vidler        Where are your advertising dollars, and efforts, going to get the best return?   It seems that the majority of small businesses get the majority of their new clients from their local area, which is not terribly surprising given that most professional service businesses largely compete on “convenience”.   Without a […]
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How to create more compelling offers
by Tony Vidler        What financial advisers do is valuable, but it is often not compelling.  Retirement is so far away…there’s plenty of time to do stuff, right?  Insurance is important, but I’m probably not going to actually need it for a few years yet, right?  And on it goes…we battle a lack of urgency […]
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3 Must Haves For Effective Marketing Collateral
by Tony Vidler        For marketing collateral to be truly effective it must have  “readability”.   If something is easy to read and comprehend quickly then it will be effective – assuming the actual message wasn’t rubbish to begin with.   If you have a good offer, or story, or service and can word that […]
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marketing-professional-advice
The Marketing Tactics You Should Consider Using
by Tony Vidler        Which marketing tactics are worth considering for your professional promotion largely comes down at the start to being clear about whether you are wanting to be sen as a “General Practitioner” or whether you are trying to establish a position as a “specialist”.   The tactics that will tend to work […]
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marketing-what-you-do
Are You “Marketing” The Right Message?
by Tony Vidler        Do you know what business you are in?   Are you marketing that?   Are you marketing what it is you actually DO, rather than what you know or who you are…or worse: you are marketing some other businesses products and brand?   Many professionals focus their marketing message on the […]
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practical-financial-planning
Describe Your Services In Practical Terms To Get More Buy-In
by Tony Vidler        Advice should, almost by definition, be “practical”.  It should be a clear course of action that a client can use to achieve a specific outcome.  Why don’t we describe our advice services that way then?   Consumers often struggle to understand what we can achieve for them (or help them achieve), […]
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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.   […]
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