service marketing strategy Archives - Page 6 of 12

Engage With Your New Connections To Get On With Business

by Tony Vidler So you have some new connections on LinkedIn…congratulations. What now? Or rather, what next? How does actual engagement begine? Making new connections via LinkedIn is great…but it is better if you can take those new connections and turn them into meaningful engagement and conversation. It is a business-to-business platform […]

Be Valuable By Simply Making Clients Lives Easier

by Tony Vidler There are many ways to be valuable to clients, and a frequently overlooked aspect of value is simply maing clients lives easier for them. A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued for the advice and convenience they deliver to […]

5 Points Of Competitive Difference In Choosing Product Suppliers

by Tony Vidler Often it seems there is little difference between product suppliers in financial services, with one fund manager looking similar to other fund managers, and one life insurer offering essentially the same products as other life insurers…how do you decide which product supplier is right to work more closely with? When it […]

We should be using more video with email

by Tony Vidler If you aren’t using video with email to educate and engage clients and prospects yet, why not? It seems an odd thing with everyone having smart phones that can take high quality video’s on the spot, and with everyone also drafting and sending perhaps a 100 emails a day, but […]

Generalist or Specialist, You Can Still Achieve Exceptional Growth

by Tony Vidler Some advisers opt to head down either the generalist or specialist path simply becuase that is what gives them professional satisfaction – and it is not about achieving particular commercial objectives. They work the way they do because they enjoy it. Not everyone wants to have a business which achieves exceptional growth […]

Be like the Private Banker in order to become invaluable

by Tony Vidler To become invaluable, emulate “the Private Bankers” when it comes to combatting the multiple pressure points of rising consumer expectations, technology-driven and cost-focussed solutions, and the trend for “self management” in all things by clients. We are told repeatedly that it is not that far away from AI being able to emulate […]

Balancing Adviser Needs and Clients Wants

by Tony Vidler The professional Financial Advisers’ needs matter as much as the Clients’ wants. Consumer groups & regulators will probably disagree of course, but the ideal practice is one which surely achieves this balance isn’t it? After all, practitioners are trying to earn a living and meet the wants and needs of their own […]

The Cyborg Practice: Blending Robos With Advice

by Tony Vidler Future advice practices will be cyborgs; blending robos with advice. Robotic product and solution delivery together with humans managing relationships and working on strategy will be the single commercial “organism”. You see, I am convinced that robo-advice models will succeed and prosper. I am also convinced that human advisers will […]

Where will the greatest disruption to your practice come from?

by Tony Vidler Disruption has long been a feature of financial services distribution. Disruption constantly occurs with new market entrants, product innovation, shifting strategic focus on the part of suppliers in relation to control or autonomy of distributors….but disruption has typically come from within the industry itself. Some years ago I read a piece […]

Maybe Financial Advisers Could Be Selling Coffee?

by Tony Vidler Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up. That included the regulars who lived in the area and who had high lifetime value and the out-of-towners cruising through who just needed […]

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