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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 […]
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 […]
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. […]
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 […]
by Tony Vidler The first place for any professional to market their firm and their own expertise is inside their own practice. Begin Within. It is where you will have the most receptive environment for refining your value proposition, and where you can “field tests” campaign and promotional ideas, and most importantly, it […]
Big Ticks: Best Stories For Professional Advisers This Week
by Tony Vidler Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they are […]
Where are the marketing opportunities to stand out?
by Tony Vidler Finding the right opportunities to build trust and connection with consumers who don’t know you yet, but who are thinking of engaging with someone like you, is the perennial marketing challenge. But where are those opportunities to do it well, and differently, for todays professional? It is helpful to […]
by Tony Vidler Coming up with a winning headline or subject line is the first objective when writing for clients or prospects. Anything else we have to say in the body of the message just doesn’t really matter if we can’t get their attention and engagement first. Whether we are writing for a […]
by Tony Vidler Getting recommendations is a bit different to getting referrals – if referrals are “the gold medal”, then recommendations are the “silver”. Not the ultimate, but well worth having. There are many things you can do to become somebody that others recommend, and in fact there are many things you should […]
by Tony Vidler Professionals underestimate the importance of frequent contact with clients and prospective clients. “Frequent contact” does of course mean being in touch often. How often is often enough though? For a long while the mantra was “be in touch every 90 days”, and that was in a time of expensively printed paper […]