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Should you give a sly kickback to referrers?
by Tony Vidler One of the ethical challenges for professionals is how to appropriately recognise the value of a great referrer or Centre-Of-Influence. A little kickback on the sly? Hardly professional. Don’t talk about it and pretend there is no commercial significance? Not great for maintaining trust long term. It doesn’t have to become […]
by Tony Vidler Getting referrals is difficult enough for many, but getting the right referrals is even tougher. It’s always nice to get a referral of course, but it doesn’t help if we do get a referral and it is someone that we just can’t deliver great value to. So we do want to […]
Want to Cross-Sell? Then put a bit of planning into it…
by Tony Vidler We all know that cross-selling services and products to clients is critical to maximising the value of the client relationship as well as ensuring you are delivering full value to your clients. So why is it so often neglected? In part cross-selling is skipped because so many professional advisers […]
The Continuous Cycle That Is Social Media Marketing
by Tony Vidler Marketing via social media is a bit like riding a bike: you have to keep pedalling that cycle or the lack of momentum will make it fall over. Many professionals beginning with social media as part of their marketing mix fail to recognise that continual movement is a critical part of making […]
Don’t rush to go “The Extra Mile” in client service just yet…
by Tony Vidler Go the extra mile and clients will love you, right? Maybe not. While I would be the first to say that an area of opportunity for professional services firms to excel in comparison to their competitors is in “providing service”…the answer to getting to more clients on the “satisfied” […]
by Tony Vidler There are two types of advisers at this time of year: 1. those who begin finding it tough to close out the game 2. those who are already started on a new game. Typically in December & January most clients are trying to close out their own business games….get THEIR jobs […]
Time Management Problem? Try Planning Your "Perfect Week" To Begin With…
by Tony Vidler Why is time management such an issue for professionals when they are good at planning? We can take it as a given that financial advisers and financial planners are good at planning generally. And they are very good at operational planning, which is that stuff that often gets referred to as […]
How to protect your brand and reputation on social media
by Tony Vidler You would think professionals would take more care of their reputation. I mean it is their livelihood, right? You’d also think that professionals using social media would set themselves some guidelines on what stuff they will and won’t allow to have atached to their reputation…but nope. Confusion about what one should […]
by Tony Vidler It is so easy today to get yourself “in print” and be positioned as the expert that target market customers ask for advice. and being the expert that gets asked leads to those customers doing business with you. Setting up chat forums, blogs, ezines and so on are all relatively easy […]
Is Insurance Churn Really The Issue We Think It is?
by Tony Vidler Any time an insurance product is replaced by an adviser with an alternative one someone begins howling about “insurance churn” or “twisting of policies” and the immediate inference is that something unethical just occurred. Sometimes that is true of course, and there are undoubtedly bottom feeders in the industry who survive by […]