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build-strategic-alliance
Looking beyond the obvious for strategic alliance partners
by Tony Vidler        Great alliances with other businesses will enhance your brand and put you in front of  more ideal prospects that you don’t have to find yourself.  That is really the key benefit of having strategic alliance partners.   There is a tendency however for most advisers to go after the same sort […]
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financial advisor sales & marketing
Prospecting has never been easier…for some!
by Tony Vidler        Prospecting seems to remain the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier.   If you polled 100 advisers with this simple question I would wager that more than half would answer: “getting enough new business prospects to meet my business objectives”.   Prospecting […]
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How One Successful Financial Planner Gets New Business (part 2)
by Tony Vidler         Professionals are always interested in what other professionals are doing that leads to new business and becoming more successful.  The constant question is: “What are others doing that are successful for them?”   In a previous post one leading financial planner shared where he gets his new business from, and the […]
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Get other businesses to get you new business
by Tony Vidler        In the perpetual search for new ways to get new clients many professional service firms overlook a really obvious, and incredibly lucrative, way of getting new business.   That is getting other businesses to send their new clients to you.  Unlike Center-Of-Influence (COI) marketing where an individual directs individual potential new […]
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prospecting
How to use the business you DON’T want to do to get the business you DO want
by Tony Vidler        We all want to get more business, but we want to get the right sort of business for ourselves or our firm naturally.   Once you have figured out what sort of business it is you do want to get you have (by default) figured out the areas of advice that […]
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equitable-business-alliances
Creating Equitable COI Referral Alliances
by Tony Vidler        If one forms a business alliance and one party gets more out of it than the other, is that alliance likely to last long term?   Of course not.  It is not equitable.   One party at some point is going to feel that the relationship is rather one-sided and and […]
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adviser-marketing-time
How much TIME do super-successful advisers spend marketing?
by Tony Vidler        We know that time is money.  We know that marketing costs money.  But the most successful advisers know that effective marketing costs more time than money. One of the most successful advisers I know says that he spends his work time thus: 20% in client facing meetings 10% running his business 70% […]
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multiple-COI's
How to work with multiple COI’s in the same sector
by Tony Vidler        Is it possible to work successfully with multiple COI’s (centre’s of influence) from the same sector?  Many professionals would say “no”…or they do to me anyway.  The feeling is that if the COI’s are competitors then one has to choose just one to work with.   That is partially true – […]
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