referral marketing Archives - Page 2 of 7

Why don’t you roll the dice and ask for referrals anyway?

by Tony Vidler On some things you just have to roll the dice and take your chances in life. Asking someone for a date….getting on a plane…or asking for referrals. It doesn’t always work out of course, but as a great hockey player once said: “You miss 100% of the shots you don’t take.” […]

Unremarkable Means You Are 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, or remarkable value. Customers […]

Word of Mouth marketing is still where it is at!

by Tony Vidler Word of mouth marketing is more important than ever despite the value of digital and social media. Digital and social are immensely valuable in creating an audience and engaging with prospective customers…BUT… Word-of-mouth marketing is still where it’s at in financial services when it comes to prospecting and converting those prospects […]

How To Fix A Prospecting Problem

by Tony Vidler The “prospecting problem” is the most frequently requested area for help from financial advisers…it is the perennial problem. There just never seems to be quite enough of them to meet the new client acquisition needs of the firm AND it is getting harder to get prospects attention and have them engage. […]

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 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 5 […]

Easy business in the low-hanging fruit

by Tony Vidler Everyone wants easy business yet we so often make it harder than it has to be. Get the low-hanging fruit first. Twice as easy to get, and just as sweet. Nothing is wrong with it – and it’s smart business. It’s not always simple to recognise where the easy business […]

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 […]

Building A Systematic Referrals Business

by Tony Vidler Building a successful advisory business requires building a systematic referrals process. Key words there are “systematic” and “process”. 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 […]

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 […]

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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