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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 […]
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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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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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Niche or Nest: Which is Best?
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 […]
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How To Become A Recognised Expert
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 […]
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Creating Happy Clients Is Not Enough
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 & […]
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Filling The Top Of The Funnel Through Twitter
by Tony Vidler        Loads of social media channels are great for business, but nothing fills the marketing funnel quickly quite like Twitter in my experience.   Everyone understands the “fill the funnel” concept of course, and the number one challenge for most professional services firms is getting the necessary volume of potential clients into […]
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Make your professional designation mean something to clients
by Tony Vidler        In a time where so many professionals struggle to identify and articulate their value to consumers I have to wonder why aren’t more professional financial advisers using their designations and qualifications better?   Does it mean anything to potential clients?   Often it doesn’t.  And the reason it doesn’t is because […]
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Make Your Marketing A Machine!
by Tony Vidler        One of the essentials for practice growth is to build a marketing machine.  A combination of mini-systems and components that keep the whole motor running at full speed.   Most professionals have elements of the marketing machine…but just elements.  They haven’t built the full system – and then of course they […]
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An advisers engagement process might look something like this…
by Tony Vidler        It is a rarity for a new customer to walk in off the street and just decide to buy some insurance or an investment product or a bit of planning from you, right?   That probably hasn’t happened for 10 years (if ever!).   So how do they decide to buy […]
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