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: 13285, LinkedIn: 689
Getting A New Client Begins With 1 Thing….
by Tony Vidler When I ask advisers what is the number 1 thing in getting a new client I nearly always get an answer linked to marketing…the new client needs to be found via one method or another. I see the logic of that answer, but disagree with it. A prospect is found via marketing […]
by Tony Vidler Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process. To be fair the required level of trust initially is relatively low – can they trust you not to waste their time…can they trust that you really know what you are doing….can […]
by Tony Vidler Testimonials are great marketing, but they are losing their effectiveness a little if you still do them conventionally. All is not lost with testimonials however, as one small change CAN make them resonate with your target audience a little better. Consumers are not silly and they know we are never […]
by Tony Vidler Reaching todays common client is not easy for professionals. They are easy to find for sure, but reaching them and getting their attention is something else again. When you consider how a buying process happens today it becomes a lot easier to understand why it is so hard – and what […]
Getting to the point where “Ideal Prospects Call Me!”
by Tony Vidler Who doesn’t want to be getting to the point where “ideal prospects call me” – and preferably continuously. Being so busy with new client opportunities that you just can’t handle them….So many incoming calls from ideal prospects in fact that we have to put our fees up just to control the […]