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
Facebook: 7618628, Twitter: 14024, LinkedIn: 689
Professional Selling: It is a real thing!
by Tony Vidler Professional and selling are apparently 2 words which according to many just don’t go together these days…except they really do. I’ll go further in fact and say that professionals MUST be selling, but, selling must be professional. While there is an absolute requirement to place the clients interests above all […]
The 6 Necessities of Modern Marketing for Financial Advisers
by Tony Vidler I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods. For years – decades perhaps – they have been able to keep a constant source of prospective future clients coming through the front doors, yet for most this is now a […]
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 […]
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 […]
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), […]
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. […]
by Tony Vidler The concept of niche marketing causes a lot of confusion, so I thought I’d add to the confusion by adding in “nest marketing” at the same time as challenging the view that professionals should find “A” niche. The easiest way for me to explain the difference between niche marketing and […]
by Tony Vidler Many general practitioners would like to be seen and accepted as a recognised expert in a particular area, and for many of them this is a genuine opportunity. The competency, depth of knowledge or mastery of subject, and professionalism are all there more often than not. They are already actually experts […]
by Tony Vidler Creating and keeping happy clients IS essential for the success of a professional practice. There is no question about that. But is it enough to help a practice grow at a greater than industry average pace? I don’t believe so. Being a great practitioner and running an efficient & […]
by Tony Vidler You probably want more business for your practice, and almost certainly want to do more business with higher value and more challenging client cases. Well, something has to change. Something has to be done differently to get those opportunities. That something is “marketing”. Your marketing has to change. I […]