marketing

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 301 other followers

sidebar_tony
Facebook: 2831, Twitter: 13846, LinkedIn: 689
Financial Advisers Digital Marketing Starter Pack
by Tony Vidler        If you are an adviser who has mastered digital marketing then you don’t need to read this.  If you’re an adviser who thinks having a website IS the digital marketing plan, then you need to read on. My reason for being that blunt at the outset is that I want to just […]
Read more.
clients-you-don't-want
Some customers you probably don’t want
by Tony Vidler        Fact: some customers you just don’t want.  Most of us would agree that we should contribute to the greater good of society, and engage in pro bono work to help some of those who can’t afford us, but we are are running commercial enterprises.   Not all customers are good customers […]
Read more.
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 […]
Read more.
pre-approach-sales-letters
Are sales letters ancient history?
by Tony Vidler        A traditional marketing practice for financial advisers has been sending “pre-approach” sales letters to prospective clients.  It seems that very few still do it, and yet I am often asked if they are worthwhile, and if so, how does one get the best results from them?   Here’s the no frills, […]
Read more.
Professional Positioning Powers Elite Performance
by Tony Vidler        The elite performing financial advisers are substantially better at positioning themselves professionally than average advisers are.   That positioning really pays off too: surveys suggest that they get 2.5 X MORE business from new clients than average advisers.  And to really highlight the performance difference they are getting vastly higher business levels […]
Read more.
paid-advice
How To Get Paid For Every Advice Step
by Tony Vidler        Here’s a simple strategy for getting paid fairly for the advice you give….and I mean getting paid for ALL the advice you give…every step of the way.   There are broadly three possible parts to any client work: 1.  Planning 2.  Implementing, or “putting in place” any planning recommendations 3.  Ongoing […]
Read more.
Fix the prospecting problem forever
by Tony Vidler        The single marketing topic that advisers WANT to know how to absolutely nail it is how to get more referrals.  Get this right, and prospecting problems are fixed forever.   The theory really isn’t all that hard.  Applying it might be, but understanding it isn’t.   Pretty much everyone involved in […]
Read more.
Why do 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 […]
Read more.
referral-effort
12 Steps to Creating Constant Referrals
by Tony Vidler        The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly.   It is a simple idea, and like so many other things which appear simple it requires thought, planning, and excellent execution to deliver the desired results.   A center-of-influence […]
Read more.
growing-a-practice
Tactics For Growing An Advice Business
by Tony Vidler        Just about every professional says they want to be growing their business….they want fresh ideas; the business satisfaction of solving new problems for new people; they want to do something NEW.   When you ask whether they want new business or whether they want new clients, there is usually a delicate […]
Read more.