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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 local successful financial planner gets his business, and that he was happy to share: He […]
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 […]
Your key for unlocking endless creative content ideas
by Tony Vidler How we engage with prospective customers has changed fundamentally in the last few years, and smart operators know that delivering engagement and meaningful content is critical to establishing authority, credibility and relevance for your target market. In fact, ongoing engagement while consumers choose when they will engage is 90% of the […]
Segmentation: Why not have everyone as “A” Clients?
by Tony Vidler Segmentation of clients in your database is sensible, and some sort of labelling to differentiate them is necessary. The idea behind segmenting clients into different categories is to introduce efficiency into a practice while recognising that not all clients are of equal commercial value to the firm. It is also a way […]
How to do client video testimonials the right way!
by Tony Vidler Testimonials are good for business – but we all know that, right? 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 […]
by Tony Vidler In an ideal world all of our clients would become active advocates for us…and each client advocate would be the key driver of new business and growth in our practice, wouldn’t it? Our clients would be so in love with how our advice and expertise has positively changed their world that […]
The Basics Of “Looking Good” – Professionally Speaking
by Tony Vidler Looking good professionally is critical in today’s world. It has always been important of course, but in the era of online search throwing up that awful photo from your party days…well… These days our image precedes us…people are forming impressions about us from the initial contact and their initial search results. […]
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 necessary to […]
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 10 […]
3 things your marketing message must do to get quick wins
by Tony Vidler “Long term marketing ideas are great, but what do I need to do to get some quick results?” A fair question…sometimes we need our marketing message to produce some pretty quick wins – which it can do if you get 3 things right. In this weeks Quick Tips video we discuss […]