referral marketing


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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 […]
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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 […]
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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 […]
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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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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 […]
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Give clients the Red Carpet. (But only a small one!)
by Tony Vidler        What is more effective: running a client seminar with 100 guests, or running 5 client events of only a dozen or so at a time?   Research suggests that the best financial advisers tend to run smaller and more intimate client appreciation events, and do them regularly.   The best advisers […]
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3 ways to get the low-hanging fruit
by Tony Vidler        Everyone wants business to be as easy as possible, yet we so often make it harder than it has to be.   What’s wrong with living on some low hanging fruit if there is more of it than you can eat? Nothing is wrong with it – it’s smart business.  And […]
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How Big Is The Goldmine WITHIN An Advisers’ Practice?
by Tony Vidler        Just how much opportunity is sitting inside the typical adviser practice?  How much new business is waiting inside that existing database?   It Is Usually A Goldmine.   A report from a couple of  years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]
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How to find your Niche
by Tony Vidler        Knowing and working exclusively in your niche is nirvana for most professionals.     Your niche is that absolute sweet spot where what you are fabulous at overlaps with what you love doing, and it is something that other people value and will pay you for.   It is not a simple […]
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Fix the prospecting problem forever
by Tony Vidler        The single marketing topic that advisers WANT to know how to absolutely nail it is how to get more referrals.  Get this right, and prospecting problems are fixed forever.   The theory really isn’t all that hard.  Applying it might be, but understanding it isn’t.   Pretty much everyone involved in […]
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