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get noticed by your prospect
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 […]
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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 […]
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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 […]
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Compliance: Here are the only 3 things that matter
by Tony Vidler         Whenever the topic of the “advice process”, or compliance, comes up most advisers imagine themselves as the plane in this picture: Compiance is largely considered a burden – albeit a necessary one.  As is usually the way of these things a substantial body of documentation has blossomed over the years which […]
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How One Successful Financial Planner Gets New Business (part 2)
by Tony Vidler         Professionals are always interested in what other professionals are doing that leads to new business and becoming more successful.  The constant question is: “What are others doing that are successful for them?”   In a previous post one leading financial planner shared where he gets his new business from, and the […]
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Your brilliance doesn’t matter as much as who you know
by Tony Vidler        There’s too much emphasis now placed upon “what you know“. I know…I know…heresy!   But here’s a radical thought: most professional advisers today actually know enough.  Sure, we always need to improve and there’s always more to learn and continuous learning is simply a part of being a professional…BUT…the balance between […]
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self-interest-of-centre-of-influence
Appealing to an Influencers Self Interest (but for good!)
by Tony Vidler        An effective method of generating interest with influencers in referring some of their clients to you is appealing to their self interest.   It sounds terribly crass when it is said out aloud like that of course, but let’s cut to the chase. Every professional out there makes a living from […]
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social-media-friend-request
To Friend or Not-Friend With Clients on Social Media? Well, are you a Burkini or a Naturist?
by Tony Vidler        Connecting with clients on social media can lead to genuine friendships and closer relationships, which equals greater lifetime value of the client, right?  But then….it can kill professional client relationships too.   So what is the right thing to do when it comes to befriending clients on social channels?  Friend, or […]
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marketing your reputation
The Kardashian’s Can Teach Us Reputation Marketing
by Tony Vidler        For many successful advisers their reputation is the critical marketing success factor in their careers.  And who does “famous for simply being famous” better than the Kardashians?   Reputation in professional services often drives more recommendations or referrals that lead to new business than practitioners generate from individual client referrals.  Entire […]
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