marketing professional advice Archives

customer service pays for financial advisors

Professional Service: There’s extra money in going the extra mile with your service

by Tony Vidler Often advisers forget how valuable the service bit is in their “professional service” business. Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has a standing process for going the extra […]

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. Marketing for financial advisers was for years – decades perhaps – a simple matter of making a lot of calls and keeping a constant source of prospective future clients coming through […]

How to get your prospects attention…and keep it.

by Tony Vidler Sad but true apparently: The average Goldfish has a greater attention span than the average human reader. That presents a bit of a challenge when it comes to us getting prospects’ attention and then holding it long enough to make our point and get them interested in engaging with us. If […]

Your Marketing Tactics? Well, it depends…

by Tony Vidler Which marketing tactics are worth considering for your professional promotion largely comes down at the start to being clear about your desired positioning. Are you wanting to be seen as a “General Practitioner” or are you trying to establish a position as a “Specialist” for a start? The tactics that […]

Are You “Marketing” The Right Message?

by Tony Vidler Do you know what business you are in? Are you clear on what you achieve for customers? Does your marketing message reinforce 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 […]

Describe Your Advice Services In Practical Terms To Get More Buy-In

by Tony Vidler Advice should, almost by definition, be “practical”. Your advice services should be practical in that can be applied in the real world to achieve real differences, and any advice in any of your areas of expertise should be a clear course of action that a client can use to achieve a […]

Generalist or Specialist, You Can Still Achieve Exceptional Growth

by Tony Vidler Some advisers opt to head down either the generalist or specialist path simply becuase that is what gives them professional satisfaction – and it is not about achieving particular commercial objectives. They work the way they do because they enjoy it. Not everyone wants to have a business which achieves exceptional growth […]

Begin Within: The FIRST Place To Market Your Practice

by Tony Vidler The first place you should market your practice and your own expertise is inside your own practice. Begin Within. It is where you will have the most receptive environment for refining and crafting your value proposition and marketing messages, where you can “field test” campaigns and promotional ideas, and most importantly, […]

Niche or Nest Marketing: Which is Best?

by Tony Vidler Niche marketing and nest marketing are concepts which are often confused, or referred to interchangably, by advisers. They are not the same thing, and they are also not even mutually exclusive: you can do both of course. In fact I’d challenge the view that professionals should find “A” niche…why wouldn’t you […]

Build An Audience Through Twitter

by Tony Vidler Instead of “prospecting” shift the thinking to how to build an audience if you want a pool of potential future clients who might engage you. That is one of the main factors in creating ongoing demand for advisory services in todays world. Consumers are choosing when and how to engage, […]

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