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Strategic vision for financial advisor
Are you just swimming in circles, or do you have a strategy?
by Tony Vidler        To ensure business success you must have a strategy.  But where do you begin with designing a business strategy?   It isn’t quite as hard as you may think….   First, you need to decide what you want to be known for, which then makes it relatively easy to work out […]
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We should be using more video with email
by Tony Vidler        If you aren’t using video with email to educate and engage clients and prospects yet, why not?   It seems an odd thing with everyone having smart phones that can take high quality video’s on the spot, and with everyone also drafting and sending perhaps a 100 emails a day, but […]
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strategic-thinking
Getting Strategic Clarity Follows The Same Process As Giving Advice
by Tony Vidler        The most important business-building step is having a well-defined strategy, yet strategy is one of the most misunderstood concepts in professional services.  It is an area that many advisory firms struggle with, and frequently find themselves without any clearly defined strategy for how they will achieve their business objectives.  That is […]
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Here is how to work out WHERE to compete
by Tony Vidler        A cornerstone of great strategy is understanding where to compete in the market…or rather, which area of expertise or service offering to lead with in the marketing efforts.   Once the target market clients have been worked out (so we know who we want to appeal to) we have to decide […]
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big-wins-from-being-decisive
Big Wins Come From Being Decisive
by Tony Vidler        Paralysis from analysis is generally an achilles heel of professional services it seems, and amidst all the change and carnage of financial advice simply being decisive can be a winning difference for practice owners.   Indecision is prevalent at the moment, with the opaque nature of ongoing regulatory reform in many […]
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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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Strategic Alliances are Smart Marketing
by Tony Vidler        It is hard work perhaps but creating strategic alliances is one of the smartest business building moves a practice can make.  Perhaps it is because it is not an easy or quick thing to do that so many professional services businesses never do it, but those that do reap the rewards […]
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using social media for business
What I’ve learned while using social media for business
by Tony Vidler        I’ve been using social media for business to market myself and my services for quite a while now, and it has totally helped. No doubt about it. Social media has been good for marketing my business and building a profile way beyond what I anticipated.  The thing that many professionals simply […]
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If you’re converting only 1 in 10 prospects you have a problem
by Tony Vidler        There was a time when converting 10% of your prospects was the path to career success as a financial adviser.  Hard to believe perhaps, but true.  Everyone starting in a sales role was told to just “see the people, see the people, see the people!”? The expectation was that our fame and fortune […]
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financial advice value
An easy way to work out how to express your advice value
by Tony Vidler        If you are struggling to express the value of your advice for your target market there is a way to figure it out that doesn’t require you agonising over how to come up with a clever marketing message. “Your value” could be expressed as what benefits you can deliver for them. […]
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