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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 […]
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 […]
by Tony Vidler Even when advisers finally buy into the need to engage patiently with prospects the content creation required to feed an engagement marketing system worries them. Creating content seems to be so hard for so many, which is odd because professional advisers are masters of creating content. They do it every day […]
How One Successful Financial Planner Gets New Business
by Tony Vidler The one question that continually gets thrown to me is “What are other advisers doing that is successful for them?” Every so often one is willing to share their trade secrets, and this is how one leading financial planner that I know gets his business, and that he was happy to […]
Be Prepared To Get The 80% Of Practice Revenue That Is Just Waiting For You
by Tony Vidler You know that there is a good chance that something like 80% of your practice revenue will come from about 20% of your clients…but do you leave that to chance? We are talking about your best clients of course being that 20% who produce the lion’s share of the income, […]
The Madness of Creating Videos Without a Master Plan
by Tony Vidler A little while ago I participated in a survey on marketing by financial advisers internationally. The results were intriguing in that clearly there is widespread recognition by advisers of the importance and effectiveness of creating videos as a communication and marketing medium, however there is a disconnect too as the majority […]
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 […]
by Tony Vidler The easiest way for advisers who are worried about trying to charge fees for their expertise or time is to sell a service which is not product related at all. This seems daunting to the many financial advisers who have “grown up” in an environment where they were paid by commissions […]
The Basics Of “Looking Good” – Professionally Speaking
by Tony Vidler These days our image precedes us…people are forming impressions about us from the initial contact and their initial search results. Those initial searches and follow up emails create a professional image immediately, and hopefully establish a position of credibility (and perhaps authority) in the prospects mind. It is essential therefore to […]
How To Blend Old AND New Marketing Methods: An Example
by Tony Vidler Old, traditional, marketing methods….or new, modern, methods? Which is best? Neither are “best”…and both can be pretty effective. Using the best of both simultaneously though can be fabulous. Traditional marketing methods mixed with modern technology, data-driven insights and delivery platforms can be extremely effective…in fact using everything is absolutely […]