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Keep ideal prospects until they’re ready for just $2.50 per year…
by Tony Vidler        Good prospects take time to convert to clients, so one of the tricks of great businesses is to keep ideal prospects engaged until they are ready to become clients of their own accord. An incredibly powerful tool for finding and then converting ideal prospects still remains the humble newsletter.   You […]
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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 […]
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achieve-exceptional-growth
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 […]
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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, […]
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nest-marketing
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 […]
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client-service
Maybe Financial Advisers Could Be Selling Coffee?
by Tony Vidler        Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up.  That included the regulars who lived in the area and who had high lifetime value and the out-of-towners cruising through who just needed […]
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happy-client
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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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 […]
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adviser-marketing-budget
Is Your Marketing Budget As Big As Your Dream?
by Tony Vidler        Nobody likes a budget – even financial advisers don’t. But a marketing budget for your business is a good budget…it’s an investment in growth.  Even well established advisory firms usually want growth as they usually  want to do more business with higher value and more challenging client cases. For early stage […]
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specialist-adviser
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 […]
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