marketing proposition Archives - Page 11 of 13

Are you offering Advice clients Fast Food or Fine Dining?

by Tony Vidler Many advisers are unsure about what they offer advice clients – cheap and cheerful advice on the fly, or a superb planning experience. Both do the job, albeit in different ways. But offering fast food at silver service prices is a business model that will struggle…and that’s what happens when there […]

Your Reputation IS Your Personal Brand – and it is what matters most

by Tony Vidler For most advisers the only brand that truly matters is, or should be, their personal brand. Not the corporate brand, or licensees brand, or dealer group or avourite financial insititutions…YOUR brand. And when it comes to your personal brand, reputation is everything really. A lot of professionals get their branding […]

Change Is The New Normal For Financial Advisers

by Tony Vidler Financial Advice is not going through some changes; constant change is the new normal. Whatever regulatory stuff you are going through now in your particular jurisdiction will not be an end to it. It will be ongoing. More importantly though, regulatory change is not the BIG change which will become the constant […]

Using Gamification To Engage With Prospects

by Tony Vidler Behavioural finance meets gaming meets technology and that means “marketing opportunity”. One of the newer marketing concepts arising from these trends converging is “gamification”, and while it is being used in all sorts of industries to engage consumers with new products and services it doesn’t appear to have really attained great traction […]

Target Marketing: The Smart Play For Marketing Your Advice Business

by Tony Vidler Target marketing is usually the difference between those firms who get the right sort of clients, and those who just get customers. Clients follow advice, because they value it. Customers engage in transactions. They buy products. They take a bit of advice here and there…as it suits them. Trying to get more […]

How to work with multiple COI’s from the same sector

by Tony Vidler You have a couple of professionals from different firms in the same sector who you want to have as Centre’s-Of-Influence (COI’s), and most advisers think that is an impossibility. It is absolutely possible though…and I’d go so far as to suggest that it is probably a very good thing and everyone will […]

You COULD generate more referrals than you could handle if you use digital well

by Tony Vidler Regular readers will know that I am a massive fan of using social media and other digital marketing tools and tactics, especially in professional services where we are trying to market our expertise, rather than sell a tangible product. My reasons are simple: we need to create recognition in our target markets […]

One thing we should learn from the Robo’s…

by Tony Vidler Like it or not, we have to accept that the “Robo’s” do some things better than human advisers do…especially when it comes to removing barriers for consumers to engage. If we look at any of the good online retailers or service providers – whether it is in financial services or selling […]

The Ultimate Personal Brand Position: Own A Word

by Tony Vidler The ultimate goal in building a strong personal brand is to own a word in your target markets mind. It may be own a phrase rather than own “a word” of course, but the point is you want to be KNOWN for something. You want to create a position where your target […]

Got a content problem? Get Google to deliver it…

by Tony Vidler Content marketing is finally starting to gain traction with financial advisers but many struggle with working out what content to share, and most still think they have to create it all themselves. There is significant merit in curating content – sharing other folks great contributions with your audience…you DON’T have to […]

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