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Details Matter: They Can Double The Return On Your Marketing
by Tony Vidler Details matter. That attitude was a significant contributor to Apple’s success. It was the centrepiece of Steve Jobs approach to design. It made him (and Apple) swags of money. While beautiful design is not really the forte of professional services firms, we do share something in common with Apple back when […]
by Tony Vidler Getting prospective customers to move from content engagement to your call-to-action is a critical step in improving qualified leads, and conversions of them to clients. One of the things I love about technology today is that there are always new applications helping you to improve your sales and marketing efforts in this […]
by Tony Vidler “Innovate or die” said Peter Drucker. Innovation is of course about finding new ways to create value. Have financial advisers been innovating in recent years? Have they been finding new ways to create value? If not, does it mean they are slowly slipping towards their commercial death? Many have […]
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 […]
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 […]
The 6 Necessities of Modern Marketing for Financial Advisers
by Tony Vidler I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods. For years – decades perhaps – they have been able to keep a constant source of prospective future clients coming through the front doors, yet for most this is now a […]
by Tony Vidler A constant question for many advisers, particularly when they’ve been sitting about over a break quietly contemplating the road ahead, is what do they have to do to prepare, or adapt? Obviously there is enormous uncertainty about what lies ahead for advice businesses; some of it predictable and some of […]
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. […]
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 […]
3 questions you must answer to define your Uniqueness
by Tony Vidler The difference between a good (but not spectacular) professional and a truly magnificent performer is the ability to succinctly articulate what makes them special. This is often referred to as having a “Unique Selling Proposition”, or USP. While the concept has its detractors there is no doubt in my mind that in […]