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marketing-internally
Begin Within: The FIRST Place To Market Your Firm
by Tony Vidler        The first place for any professional to market their firm and their own expertise is inside their own practice.   Begin Within.  It is where you will have the most receptive environment for refining your value proposition, and where you can “field tests” campaign and promotional ideas, and most importantly, it […]
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cashing-in-on-advice-qualifications
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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making-marketing-a-machine
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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creating-a-strategic-alliance
Strategic Alliance’s are Smart Marketing
by Tony Vidler        It is hard work perhaps but creating a strategic alliance 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 […]
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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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best-ideas-for-professionals
The Big Ticks: Best Stories For Professional Advisers This Week
By Tony Vidler CFP  CLU  ChFC Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, […]
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Incentives For Clients: What is appropriate?
by Tony Vidler        What incentives are appropriate for encouraging clients to refer?  Or to just call you to seek additional advice? Or to promote a particular concept or product?   Why provide incentives at all?  Surely if the product or the advice is good value in itself then no further incentive is needed?   These […]
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best-ideas-for-professionals
The Big Ticks: Top Stories For Professional Advisers This Week
By Tony Vidler CFP  CLU  ChFC Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, […]
Read more.
best-ideas-for-professionals
The Big Ticks: Top Stories For Professional Advisers This Week
By Tony Vidler CFP  CLU  ChFC Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, […]
Read more.
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 their attention, and then holding it long enough to make our point and get them interested in engaging with […]
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