marketing professional adviser Archives

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 […]

If you have no better way to market yourself, there is this…

by Tony Vidler When all else fails and you are at a loss to market yourself effectively the easiest marketing path is to sell “convenience”. One thing you can count on is that there will be a significant proportion of the market place that values convenience above all else. We all know, because we […]

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 […]

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 […]

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, […]

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 & […]

Make your professional designations mean something to clients

by Tony Vidler Why aren’t more financial advisers using their professional designations and qualifications better? There is no doubt that there has been an increasing proportion of advisers pursuing professional designations, and an increasing number of niche choices in doing so, and there are more advisers with more acronyms than ever before. Do […]

How To Become A Recognised Expert

by Tony Vidler Many financial advisers would like to become a recognised expert in a particular area, and for many of them this is a genuine opportunity which they should pursue. The competency, depth of knowledge or mastery of subject, and professionalism are all there more often than not. They are already actually experts […]

Make Your Marketing A Money Machine

by Tony Vidler One of the essentials for practice growth is to build a marketing machine that keeps producing money. A money machine which is a combination of mini-systems and components that keeps the whole motor running at full speed. Most professionals have elements of the marketing machine…but just elements. They haven’t built […]

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