service marketing strategy Archives - Page 9 of 12

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 […]

To Be a Recognised Expert You Must Be Willing To Be A Target

by Tony Vidler If you become a recognised expert then business will find its way to you. Prospecting per se ceases to be a problem. Getting to be that recognised expert can be a costless and effective way of marketing yourself as industry, local or national media is constantly looking for opinion-shapers and insight. […]

Robo-Advice? It is GREAT For An Adviser Business…

by Tony Vidler Robo-advice is great for all of us in the advice arena, because WE learn more about consumers appetites for advice and product and WE learn more about their behaviour. That helps us deliver better services of higher value. It is one of the major benefits of the intense interest and investment […]

You are already using Digital Marketing daily, so why not use it well?

by Tony Vidler From what I observe, around 50% of professionals today still say they do not use digital marketing – and a fair proportion of those who say they don’t also say they don’t ever intend to use it either. However, from what I actually observe when it comes to how many professionals do […]

Consumers won’t use Financial Planners until they know what we do…

by Tony Vidler “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” Wow. What on earth do consumers think […]

Publishing Content: it’s where authority meets effective marketing

by Tony Vidler Every professional should aspire to being an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person they think of when a particular issue arises, you want to be positioned as their only viable […]

The 1 Thing You Need To Actually Make Your Strategy Work For You

by Tony Vidler For most professional services firms today the strategic challenge of the moment is determining what the right strategy is that will work for the firm rather than making it work. But when you do settle on your strategy you then have to make it work – and that is a separate challenge. […]

The Financial Advice Profession: Are we there yet?

by Tony Vidler The incessant debate about whether financial advice can be called a profession or whether it is an “industry” keeps rolling along and mostly the debate is within the industry. Those who are not financial advisers don’t debate it because the answer is fairly clear to them I am guessing….after all; if it […]

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