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Not All Consumers Make Good Advice Clients
by Tony Vidler Everyone is after the good advice clients it seems…or are they? Robo-advisers, direct marketing, 24/7 online transaction facilities, product kiosks and over the counter solutions to shoppers at supermarkets…these are all “financial advice” choices for consumers today. (for “Financial Advice” read “anything associated with a financial services product or service which […]
How to do client video testimonials the right way!
by Tony Vidler Testimonials are good for business – but we all know that. Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far more […]
You Can Become A Trusted Brand Before Clients Even Meet You
by Tony Vidler For any individual adviser becoming “the trusted brand” in your target markets mind has to be the main marketing goal. The importance of great engagement with prospective customers cannot be over-emphasised here…it is THE fundamental shift in effective marketing techniques over the last decade because it is the solution to the fundamental […]
Giving is good for business, so why not do it all year?
by Tony Vidler It’s a distant memory I’m sure, but one of the things that everyone loves about the Christmas holiday season is it becomes noticeable that many folk relax just a little bit more….give others a bit more time and leeway…become just a little more charitable….and of course there are the client gifts. […]
by Tony Vidler There are 10 big steps to developing an effective marketing plan. “Effective” in this context means a marketing plan which will get you enough of the right sort of customers for the resources you have available. Getting results with the limited time and money you have in other words. The […]
by Tony Vidler “Our clients did business elsewhere and didn’t call us to do it – Why?” How often do we hear this from advisers? Maybe you aren’t very good, or maybe they just don’t like you. Maybe that is why…but then, why would they have ever done business with you in […]
by Tony Vidler When people go to the hardware store and buy a fantastic electric drill they are not usually terribly interested in the drill itself. They want a hole. This is an elementary truth about consumers buying behaviour They buy products for what the products can do for them, not because […]
by Tony Vidler If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”. When a client says “too expensive” YOU you haven’t done your job…there is a gap between the value being delivered and value being perceived by the client. A value gap […]
by Tony Vidler One of the toughest things for professional services firms to do – especially those that operate in the advice space – is settle on a strategy to guide the decisions in building the business. It is helpful to consider strategy from a very broad perspective to begin with, and settle […]
Your Philosophy MIGHT Be Your Real Point of Difference
by Tony Vidler Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning. So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]