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sales-marketing-for-financial-advisors
Big Ticks: Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
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programming-clients
10 Steps To Programming Clients For Referrals
by Tony Vidler        Getting referrals is usually a very hit & miss thing for professionals…IF they remember to put the issue on the table at all.   Then there is the angst-filled question of when it is best to table the topic….early in an interview, or at the end? When someone is still a prospect, […]
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self-interest-of-centre-of-influence
Appealing to an Influencers Self Interest (but for good!)
by Tony Vidler        An effective method of generating interest with influencers in referring some of their clients to you is appealing to their self interest.   It sounds terribly crass when it is said out aloud like that of course, but let’s cut to the chase. Every professional out there makes a living from […]
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sales-marketing-for-financial-advisors
Big Ticks: Best Stories for Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
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adviser-marketing-time
How much TIME do super-successful advisers spend marketing?
by Tony Vidler        We know that time is money.  We know that marketing costs money.  But the most successful advisers know that effective marketing costs more time than money. One of the most successful advisers I know says that he spends his work time thus: 20% in client facing meetings 10% running his business 70% […]
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top-of-mind-awareness
Create Top Of Mind Awareness With Your Own Clients
by Tony Vidler        Who do most people turn to first for financial advice?   Their family.   Research in multiple countries and jurisdictions repeatedly shows that the number one source of advice for consumers who do not currently take financial advice from a professional is their family, closely followed by their friends.  The numbers […]
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building-centres-of-influence
Are You PLANNING To Build Influencers?
by Tony Vidler        For an industry focused on planning, advisers have a tendency to forget planning how they will build their influencers.   I know that sounds like a heck of a generalisation, however it is one founded upon my own experience with advisers. Developing a centre-of-influence is often approached enthusiastically and with all […]
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more referrals from being thoughtful
Thoughtful Thank You’s Generate More Referrals
by Tony Vidler          Getting more referrals from existing clients and relationships is often a challenge, but one which can be overcome with a little more thought.   Being thoughtful about expressing gratitude extends beyond “what is an appropriate gift”.  Being thoughtful about how you deliver a gift and how you express the thanks […]
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marketing your reputation
The Kardashian’s Can Teach Us Reputation Marketing
by Tony Vidler        For many successful advisers their reputation is the critical marketing success factor in their careers.  And who does “famous for simply being famous” better than the Kardashians?   Reputation in professional services often drives more recommendations or referrals that lead to new business than practitioners generate from individual client referrals.  Entire […]
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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.   Basically it comes down to us not looking good enough on line.  Todays referrals often do a quick search before deciding whether to meet […]
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