marketing strategy Archives

A Value Creation Model For Advisory Firms

by Tony Vidler Challenging times test whether we are truly delivering value, and whether we have a good value creation model for the advisory firm. Is the practice focussed upon the areas where it can improve in its value delivery to clients…does it even know which areas they are? Where do we need to […]

Some Advisory Firm’s Are “Going Out Of Business” Without Even Realising It

by Tony Vidler I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it. For a very long time markets were going well, and commission and fee rates were at the high end of the scale, and there were plenty […]

How will this year be better?

by Tony Vidler Just one question should be dominating practitioners minds at this stage of the year: How will this year be better? HOW is the critical word here. Advisers are usually great at setting goals and targets. They are great at analysing and doing the numbers that tell them what activity at […]

How To Crack The Content Creation Conundrum

by Tony Vidler Content Creation appears to be the Number 1 barrier for professionals wanting to use digital marketing tactics. Inevitably I seem to hear “……Yeah, I think social media would be useful….but I have nothing to write about and nothing to say….“ Creating content is an issue. Just as big an […]

Why your FREE service is a barrier to getting the right business

by Tony Vidler Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”. It simply isn’t true, and that in itself prevents the right sort of clients coming your way. The fundamental reason why this just doesn’t cut it with consumers is because they don’t believe […]

The uncertain road ahead for advice businesses

by Tony Vidler One certain thing for advice businesses is that there is a huge amount of uncertainty. Practice owners have had a lot of “alone time” in the last couple of years quietly contemplating the road ahead and trying to figure out what do they have to do to prepare, or adapt. […]

5 Points Of Competitive Difference In Choosing Product Suppliers

by Tony Vidler Often it seems there is little difference between product suppliers in financial services, with one fund manager looking similar to other fund managers, and one life insurer offering essentially the same products as other life insurers…how do you decide which product supplier is right to work more closely with? When it […]

Understanding why people buy…anything.

by Tony Vidler When it comes to advising clients to change course or do something new we should remember the reasons why people buy anything, including “advice”. If we want our advice to be effective (and lead the client to do something better than they are currently doing) then it is best to make […]

Why should they choose you?

by Tony Vidler If you want ideal prospects to choose you over any number of other highly qualified professional advisers then you must have the ability to succinctly articulate what makes working with you special. Why should they choose you? This is often referred to as having a “Unique Selling Proposition”, or […]

A Value Proposition is simply about the value for THEM

by Tony Vidler Financial advisers generally struggle to create a value proposition that accurately expresses how they work differently, or what makes them special compared to others. It isn’t that they don’t have points of difference, or that they struggle to put ideas into words…generally they are very good at both. Each adviser has […]

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