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making-marketing-a-machine
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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Strategic Alliances are Smart Marketing
by Tony Vidler        It is hard work perhaps but creating strategic alliances is one of the smartest business building moves a practice can make.  Perhaps it is because it is not an easy or quick thing to do that so many professional services businesses never do it, but those that do reap the rewards […]
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Incentives For Clients: What is appropriate?
by Tony Vidler        What incentives are appropriate for encouraging clients to refer other clients?  Are incentives appropriate at all?   Some would even ask “Why provide incentives at all?  Surely if the product or the advice is good value in itself then no further incentive is needed?”   These questions around incentives for promotions […]
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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 […]
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Where to begin with social media marketing?
by Tony Vidler        As professional advisers are more often than not still contemplating how to use social media as part of their overall marketing and client communication strategies 3 huge questions dominate their thinking: 1.  Which social media platform should I use? 2.  What should I post or publish? 3.  How often should I […]
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goldmine-in-practice
How Big Is The Goldmine WITHIN An Advisers’ Practice?
by Tony Vidler        Just how much opportunity is sitting inside the typical adviser practice?  How much new business is waiting inside that existing database?   It Is Usually A Goldmine.   A report from a couple of  years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]
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the prospecting process
Prospecting Today: It is a process, not a thing
by Tony Vidler        Prospecting today is a continual process, not a series of one off actions as it once was.     Eons ago when financial advisory work was essentially just a continual series of product sales the prospecting required to be successful was repetitive and continual, but each prospecting call was a one-time […]
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