service marketing strategy Archives - Page 8 of 12

Big Wins Come From Being Decisive

by Tony Vidler Paralysis from analysis is generally an achilles heel of professional services it seems, and amidst all the change and carnage of financial advice simply being decisive can be a winning difference for practice owners. Indecision is prevalent at the moment, with the opaque nature of ongoing regulatory reform in many […]

Marketing NEVER Stops For Today’s Adviser

by Tony Vidler I was asked “when should I slow down or stop the marketing?” Answer: “Your marketing never stops. Never.” The rationale behind the question was the adviser has a good and large business – there are enough clients right now. So it wasn’t a stupid question by any stretch. But here […]

What I’ve learned while using social media for business

by Tony Vidler I’ve been using social media for business to market myself and my services for quite a while now, and it has totally helped. No doubt about it. Social media has been good for marketing my business and building a profile way beyond what I anticipated. The thing that many professionals simply […]

If you’re converting only 1 in 10 prospects you have a problem

by Tony Vidler There was a time when converting 10% of your prospects was the path to career success as a financial adviser. Hard to believe perhaps, but true. Everyone starting in a sales role was told to just “see the people, see the people, see the people!”? The expectation was that our fame and fortune […]

An easy way to work out how to express your advice value

by Tony Vidler If you are struggling to express the value of your advice for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a clever marketing message. “Your value” could be expressed as what benefits you can deliver for them. […]

The 10 Things To Get Right For COI’s To Start (and Keep) Referring

by Tony Vidler A great Centre-of-Influence keeps referring…they are not really a COI unless they keep referring. That relatively reliable constant stream of introduction to target market prospects can build an advisory business better than any other form of marketing – especially if you have a few of them. So identifying a potentially great […]

What Financial Advisers Are Not Good At

by Tony Vidler There is something that financial advisers are proving to be not good at doing: That is “Being There”. In this country Statistics NZ compile data from the census every few years and there is a standout statistic that should have financial advisers getting much busier: 7 out of 10 adult consumers […]

Are you making the most of your email marketing opportunities?

by Tony Vidler Possibly THE most important marketing tool any adviser has is email. It is the critical link between marketing and sales….the thing that connects the leads, or opportunities created by your marketing efforts, into engaged prospects and ultimately clients as it is the primary means of moving to personalised advice or engagement. […]

The trick to maintaining consistent production

by Tony Vidler Maintaining consistent production of new revenue isn’t quite a formula – it’s a process thankfully. The process for continual positive performance is actually relatively straightforward and anybody can understand it and anybody can use it easily, unlike formula’s…. Even in challenging times where there is significant volatility and uncertainty, business continues […]

Sweat the small stuff: it is what we CAN control!

by Tony Vidler I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we don’t sweat the small stuff we are doing an awful job”. The small stuff is the very stuff that financial advisers […]

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