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Segmentation: Why not have everyone as “A” Clients?
by Tony Vidler        Segmentation of clients in your database is sensible, and some sort of labelling to differentiate them is necessary. The idea behind segmenting clients into different categories is  to introduce efficiency into a practice while recognising that not all clients are of equal commercial value to the firm.  It is also a way […]
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Think before you commit to that marketing idea…
by Tony Vidler        We all love a new and exciting marketing idea and it is easy to get caught up in thinking about its possibilities…but it is also easy to lose sight of what you should be trying to achieve too.  Focussing on tactics without having a clear strategy often results in disappointment as […]
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How to do client video testimonials the right way!
by Tony Vidler        Testimonials are good for business – but we all know that, right? Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far […]
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creating brand advocates for ongoing referral business
Creating A Client Advocate Culture
by Tony Vidler        In an ideal world all of our clients would become active advocates for us…and each client advocate would be the key driver of new business and growth in our practice, wouldn’t it?  Our clients would be so in love with how our advice and expertise has positively changed their world that […]
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The Basics Of “Looking Good” – Professionally Speaking
by Tony Vidler        Looking good professionally is critical in today’s world.  It has always been important of course, but in the era of online search throwing up that awful photo from your party days…well… These days our image precedes us…people are forming impressions about us from the initial contact and their initial search results. […]
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Yin and yang of modern marketing
How To Blend Old AND New Marketing Methods: An Example
by Tony Vidler        Old, traditional, marketing methods….or new, modern, methods? Which is best? Neither are “best”…and both can be pretty effective.  Using the best of both simultaneously though can be fabulous. Traditional marketing methods mixed with modern technology, data-driven insights and delivery platforms can be extremely effective…in fact using everything is absolutely necessary to […]
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10 Steps to an EFFECTIVE Marketing Plan
by Tony Vidler         There are 10 big steps to developing an effective marketing plan.  “Effective” in this context means a marketing plan which will get you enough of the right sort of customers for the resources you have available.  Getting results with the limited time and money you have in other words. The 10 […]
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get quick wins from your marketing
3 things your marketing message must do to get quick wins
by Tony Vidler        “Long term marketing ideas are great, but what do I need to do to get some quick results?” A fair question…sometimes we need our marketing message to produce some pretty quick wins – which it can do if you get 3 things right. In this weeks Quick Tips video we discuss […]
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A Value Creation Model For Advisory Firms
by Tony Vidler        Challenging times test whether we are truly delivering value, and whether we have a good value creation model for the advisory firm.  Is the practice focussed upon the areas where it can improve in its value delivery to clients…does it even know which areas they are?  Where do we need to […]
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adviser-planning
How will this year be better?
by Tony Vidler        Just one question should be dominating practitioners minds at this stage of the year:   How will this year be better? HOW is the critical word here. Advisers are usually great at setting goals and targets.  They are great at analysing and doing the numbers that tell them what activity at […]
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