Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 2831, Twitter: 13485, LinkedIn: 689
7 EASY Ways To Use Social Media For Prospecting
by Tony Vidler I remain amazed that there are still financial advisers who say they do not see the point of social media when it comes to their business. Most of those advisers also keep saying that they could do with more prospects and customers. Is there any chance that these two concepts might […]
The 10 Things To Get Right For COI’s To Start (and Keep) Referring
by Tony Vidler A great Centre-of-Influence keeps referring…they are not really a COI unless they keep referring. That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of marketing – especially if you have a few of them. So identifying a potentially great […]
The key to successfully networking with Accountants
by Tony Vidler The key to successful professional networking is as simple as creating a win-win…everyone knows that. Networking with accountants will be successful if you know what the “win” looks like for them. Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful […]
3 simple steps to automate your Linkedin Thank You message
by Tony Vidler Getting engagement with new connections on LinkedIn is as simple as sending a thank you message…and even smarter: automate as much of it as you can. Whenever you have a recurring problem you need a process… Processes, systems, automation…these are the solutions to minimising waste, and recurring issues requiring manual workarounds. […]
by Tony Vidler Getting the frequency of newsletters or regular client communications right is a real challenge. How much is too much, and runs the risk of you being a nuisance? How much is too little, and runs the risk of you being forgotten? The right answer is “it depends”. It […]
by Tony Vidler A big phrase of recent times for anyone in professional services is “Thought Leadership”. Everywhere you turn someone is writing or saying “be a thought leader”…and nearly every audience asks “what is a Thought Leader, and how do you get there?” To put it in its most simple terms, it […]
by Tony Vidler Getting referral business is hard…but oddly enough it is also easy. Lots of advisers say they get all their new business from referral, but when you dig into things it seems that actually they don’t get a lot of referrals. The ones they get are great, but they don’t get loads […]
The Financial Advisory World Has Changed…For Good.
by Tony Vidler Well there is no way now that we can think the financial advisory world will stay the same. It has been signalling dramatic change for a few years, but the changes are now escalating at an even more dramatic rate than anyone could have predicted. It feels like it is all […]
This Is Why Most Centre-Of-Influence Referral Marketing Efforts Fail
by Tony Vidler When it comes to referral marketing efforts there are basically two types of consistent ongoing referrers you can cultivate: 1. happy & satisfied clients 2. centres-of-influence The second category is the one that many advisers struggle with particularly, and the reason they struggle is because they try to develope the […]
by Tony Vidler While loads of professionals have a linkedin account they haven’t realised the potential LinkedIn business benefits – and it is a business-to-business platform after all. I mean; that is what it exists for. Yet while many have created a presence they still struggle to make the transition from that to creating a […]