professional services 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 302 other followers

sidebar_tony
Facebook: 7618628, Twitter: 14048, LinkedIn: 689
The "service" bit in your service business just might be the best ROI
by Tony Vidler        The standout burning issue for most professional services firms remains attracting and developing new business, and advisers have a lot of distractions.  The thing that is often compromised is existing client service as advisers deal with all the change and try to remain commercially viable.   Yet, the most valuable investment […]
Read more.
You know it is time to review the marketing plan when…
by Tony Vidler        It seems advisers think this is the time of the year to review their marketing plan…but perhaps any time of the year is the “right” time to review it?   The “right time” to review your marketing plan is when it isn’t providing the results you wanted, or needed in your […]
Read more.
I sell…You sell…We ALL sell. Or should do…
by Tony Vidler        I am a professional.  I am a salesman. These two things are not contradictory.  I sell stuff.  It seems like I’m selling my time these days…sometimes a product….sometimes it is just selling concepts and possibilities.   But I sell.  And I think I am a professional too.   Why do we […]
Read more.
Should you be marketing to your existing clients?
by Tony Vidler        What do you want most from your marketing: 1.  More customers, or, 2.  More revenue?   Most marketing efforts are aimed at trying to convince strangers to bring their business to you.  New clients are good of course, and are in fact vital for the long term success of a business.   […]
Read more.
Being valued as a financial advisor
Become more valuable to clients by making it easier
by Tony Vidler        One of the key concepts that advisers must grasp is the need to be valued for the advice and coaching they provide, rather than their value being linked to a product solution.   A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued […]
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.
USP
It’s not about you…it’s about the value for THEM
by Tony Vidler        Financial advisers genrally struggle to create a value proposition that accurately expresses how they work differently, or what makes them special compared to others.   It isn’t that they don’t have points of difference, or that they struggle to put ideas into words…generally they are very good at both. Each adviser has […]
Read more.
digital-marketing
Taking Charge Of Our Digital Moments Of Truth
by Tony Vidler        Sooooo much is done via digital engagement today by our clients and prospects that there literally hundreds of “moments of truth” for our practice on a daily basis.  A “moment of truth” is that instant during interaction with our firm when a customers expectations are tested.  The rise of digital interaction means […]
Read more.
achieve-exceptional-growth
What A Practice Needs In Order To Achieve Exceptional Growth
by Tony Vidler        Not everyone wants to have a business which achieves exceptional growth.  Some want a business which just produces a steady income, or a job, and that’s ok.  If on the other hand you aspire to have a high growth firm there are a couple of pretty important strategic decisions to nail.   […]
Read more.
client-service
Should Advisers Be Selling Coffee Instead Of Client Service?
by Tony Vidler        Do you remember when petrol stations competed on client service?   Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up.  That included the regulars who lived in the area and who had high lifetime value and the out-of-towners cruising through who just […]
Read more.