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referreals not converting
Referrals Not Converting? This may be why…
by Tony Vidler        Too many referrals today are not converting into clients for too many professionals – and all too often the professionals are puzzled about why that is.   Typically it comes down to us not looking good enough on line.  Todays referrals usually do a quick search before deciding whether to meet […]
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Prospecting Tip: Don’t go fishing in the forest
by Tony Vidler        If you are looking for a prospecting tip think about this: 1. Relatively few financial advisers are really pro-active marketers, let alone masters of it. 2. The majority of affluent investors hang around with other affluent folk. 3. The Holy Grail for many financial advice professionals is to attract affluent clients and […]
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8 Reasons Financial Advisers Should Have A Blog
by Tony Vidler        Every financial adviser should have a blog by now…especially now when so many consumers have so many questions about money, and so much time to google them, and so many opinions to read that it is overwhelming.  Becoming a trusted voice online has probably never been easier for an adviser in […]
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prospecting fishing analogy
Prospecting tip: “Fish at your feet first”
by Tony Vidler A fisherman friend gave me a great prospecting reminder: fish at your feet first. His point was a simple one: why spend a lot of effort casting, and risking throwing your bait, and then having to reel in loads of line until you’ve caught the ones right next to you? Isn’t that […]
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How To Fix A Prospecting Problem
by Tony Vidler        The “prospecting problem” is the most frequently requested area for help amongst advisers…it is the p perennial problem.  There just never seems to be quite enough of them to meet the new client acquisition needs of the firm!   Often an adviser asks for help on prospecting right about the time […]
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prospecting
How to use the business you DON’T want to do to get the business you DO want
by Tony Vidler        We all want to get more business, but we want to get the right sort of business for ourselves or our firm naturally.   Once you have figured out what sort of business it is you do want to get you have (by default) figured out the areas of advice that […]
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trusted-adviser
The Shortcut To Trust For Professionals
by Tony Vidler        Creating sufficient trust with a prospective client is the critical initial hurdle to having them engage with a professional advice process.   We need to have potential clients open up about their financial history, health and family issues, their future dreams and aspirations….all the deeply personal things that they generally don’t […]
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get-more-referrals
The Easiest Way To Get More Referrals…
by Tony Vidler        Quite possibly the easiest method for anyone to generate more referrals and favourable introductions is to give more referrals and introductions.   This is just not done as much as it could or should by most professionals, and usually they say it is because they “didn’t think of it”.   That […]
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content-for-lead-generation
Which content works best for Lead Generation?
by Tony Vidler        Lead Generation is the goal of content (or engagement) marketing.   The effort and time invested in producing, sourcing and delivering content to an audience of potential future clients has a single purpose, and that is to move them closer to wanting to do business with you.   The question which […]
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trade-show-prospecting-tips
10 Top Tips for Trade Show Prospecting
by Tony Vidler        Trade show and expo’s are potentially fabulous sources of qualified prospects if you are clear about who your target market is.   A trade show focussed on “Big Boys Toys” where it is all about luxury items and cool gadgets for people with more money than they know what to do […]
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