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: 13061, LinkedIn: 689
When it is time for a business name makeover?
by Tony Vidler Where do you start when it is time to get a makeover for your business? Change the business name? How do you even know when to think about it seriously? The “when” is driven by whether your business is growing at the rate you expect, and attracting new clients. If it […]
by Tony Vidler Every Adviser has a brand, whether they realise it or not. That brand influences prospects to engage you…or not. You may as well manage it to get more positive outcomes then, right? We recognise the power and importance of the personal branding in athletes, celebrities and politicians, and yet, all too […]
by Tony Vidler One of the best marketing ideas I have come across is the “Second Opinion” service, because it positions you as a professional, and as an “adviser” rather than a product centric financial services person. The concept is brilliantly simple, and firmly centred upon providing sound professional advice. You provide […]
The 1 Big Mistake Professionals Make When Trying To Position As An Expert
by Tony Vidler One of the greatest ways to attract the type of business you prefer is “Expert Positioning”, and most professionals could position as an expert if they really wanted to. The reality is that most professionals are experts, and their knowledge should be highly valued… But very few actually work to […]
Is Your Value Proposition Consistent With Your Strategy?
by Tony Vidler Two areas advisers wrestle with forever seem to be creating a value proposition and creating a strategy. There is a way of helping to define both in broad terms quickly, and that carries the massive advantage of ensuring that the two are aligned. Your value proposition should reinforce where you are […]
by Tony Vidler For anyone in professional services reputation is everything today. It is a trust-creator, or a trust-killer. Basically everything you do – every engagement you work on, every social media post, everything you do at a function – adds to or detracts from your reputation. A professional’s personal reputation is […]
Make your professional designations mean something to clients
by Tony Vidler Why aren’t more financial advisers using their professional designations and qualifications better? There is no doubt that there has been an increasing proportion of advisers pursuing professional designations, and an increasing number of niche choices in doing so, and there are more advisers with more acronyms than ever before. Do […]
by Tony Vidler Many financial advisers would like to become a recognised expert in a particular area, and for many of them this is a genuine opportunity which they should pursue. The competency, depth of knowledge or mastery of subject, and professionalism are all there more often than not. They are already actually experts […]
Marketing Your Firm, and Marketing You are 2 different things
by Tony Vidler Understanding that marketing your firm and marketing you are 2 separate things is something that most professionals seem to overlook, or perhaps not understand. For most of us there are at least 2 brands at play in the market (if not more), being the corporate brand of the practice or […]
What The Kardashian’s Can Teach Us About Reputation Marketing
by Tony Vidler For many successful advisers their reputation is the critical marketing success factor in their careers. And who has done reputation marketing – or “famous just for being famous” – better than the Kardashians? Reputation in professional services often drives more recommendations or referrals that lead to new business than practitioners […]