referral 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 306 other followers

sidebar_tony
Facebook: 7618628, Twitter: 14023, LinkedIn: 689
Word of Mouth prospecting is still where it is at!
by Tony Vidler        Digital marketing and using social media to create an audience and engage with prospective customers is essential for professional services today…BUT…   Word-of-mouth marketing is still where it’s at in professional services.   In fact, it is more important than ever before.   The more impersonal that society becomes and the […]
Read more.
Unremarkable Means Un-Referable
by Tony Vidler        Virtually all professional service firms would love to work on referral business alone, but somehow struggle to even get to the point where they have regular referrals from clients that are unsolicited.  They are simply not referable.   The missing ingredient for many service firms is remarkable service.   Customers are […]
Read more.
How To Generate Referrals When You Want Them
by Tony Vidler        Referral business is pure gold…it is the Holy Grail for advisers to be running a business where they are only working with referrals.   Most have the problem of having to sit back and wait for clients or centre’s of influence to refer, but you can generate the referrals you want […]
Read more.
Building a Referral Business is Systematic
by Tony Vidler        Building a successful advisory business requires building a successful referral system.   In the absence of a strong system referrals will simply be received on an ad hoc basis, drifting in whenever a particular customer is especially motivated to do so, or when an adviser remembers to try and obtain one. […]
Read more.
professional advisers working together
How to work in tandem with other professionals
by Tony Vidler        Working in tandem with the clients other professionals such as their accountant and lawyer is the objective of most financial professionals.  Yet, the challenge is often not the client, but the other professionals in making this a reality.   We need to be able to show the other professionals who work […]
Read more.
Creating advocates
The 5 big C’s that will create advocates for you
by Tony Vidler        If you want to move clients up the loyalty ladder and create genuine advocates for your business there are 5 critical areas that you have to demonstrate, and the clients have to believe, before the business relationship will bloom to full advocacy.   In this quick tips video we discuss these […]
Read more.
Buildong a COI referral system for financial advisors
How to build a COI referral system
by Tony Vidler        If you want to get a regular, repeatable, stream of well qualified prospects for your business then nothing beats having  a Centre of Influence (COI) driving the right types of ideal clients to you.   A good COI will be an advocate for you and your business, and be proactively recommending […]
Read more.
financial advisers asking for referrals
How to get the RIGHT referrals
by Tony Vidler        We begin with the assumption that you deserve referrals….and thereafter it becomes a process of determining how best to position for the right referrals.   It is important that you generate the right sort of prospective new clients as not all prospects become the right clients for your firm, and you […]
Read more.
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 […]
Read more.
referral-who-do-you-know
Dropping the “Who Do You Know” bomb is dumb.
by Tony Vidler        One of the time-tested techniques of sales is to obtain referrals by dropping a “who do you know” bomb on them…and it is dumb.   It has never actually worked all that well really, and it works even less well today.   Adding an extra word in there doesn’t make it […]
Read more.