strategy marketing Archives - Page 7 of 13

The Financial Advice Profession: Are we there yet?

by Tony Vidler The incessant debate about whether financial advice can be called a profession or whether it is an “industry” keeps rolling along and mostly the debate is within the industry. Those who are not financial advisers don’t debate it because the answer is fairly clear to them I am guessing….after all; if it […]

How do you prepare clients to recommend you?

by Tony Vidler Having clients recommend you remains the best marketing tactic there is, bar none. Despite plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago and despite the impact of online content and search many consumers still ask their friends and […]

How to use LinkedIn Groups to build your audience

by Tony Vidler LinkedIn Groups would have to be one of the easiest ways today for any professional to go about building an audience…or a community of like-minded folk. And that is what we want our marketing to achieve if we want our business to grow, isn’t it? It seems that what stops many […]

3 simple steps to automate your Linkedin Thank You message

by Tony Vidler Getting engagement with new connections on LinkedIn is as simple as sending a thank you message…and even smarter: automate as much of it as you can. Whenever you have a recurring problem you need a process… Processes, systems, automation…these are the solutions to minimising waste, and recurring issues requiring manual workarounds. […]

Don’t overlook your low-hanging fruit

by Tony Vidler Have you ever thought about where the easiest wins are in getting new business? Or if you prefer; where the low-hanging fruit is? There will be latent opportunities inside most professionals businesses, and usually those opportunities are taken on an ad hoc, or reactive, basis rather than being pre-planned. There […]

The 4 Actions Needed To Create A Personal Service System That Pays Off

by Tony Vidler An ongoing challenge for any service business is to create “Mass Personalisation”, or something akin to a factory production line that delivers constant quality efficiently, but which still feels personal to the end user. In professional services it is creating and efficient and affordable business system that allow mass actions […]

Actually Using The Pareto Principle To Improve Service And Profit

by Tony Vidler Everyone has heard of Pareto’s Principle by now, but are you actually using it to improve profit…or improve service….or is it actually “improve service to improve profit using Pareto”? It is the latter. Undoubtedly. Improving service leads to greater retention, or longer duration of client engagement & revenue. Improving […]

The simple prospecting system from the worlds greatest ever salesman

by Tony Vidler According to the Guiness Book Of World Records the greatest salesman in the world was Joe Girard. Joe sold cars…an incredible 13,001 cars sold in his career. One at a time…working “retail” with high priced items. And selling the same things, at the same price, as a heck of a […]

What matters most on your website?

by Tony Vidler What matters on your website the most is the stuff that we think about the least, and that is the very basic of basic stuff. While we think about logo’s, layouts, CTA’s and how to generate enquiries we forget how consumers are using the websites, or rather, what they are using […]

That Tech Competitor Threat Is Really An Opportunity For Some Advisers

by Tony Vidler The robo-advice “threat” is an opportunity for entrepreneurial advisers…as is every other direct-to-consumer offering driven by fintechs. The more I think about it the more certain I am that some advisory firms will prosper from it…but I am just as sure that many will “fail” due to the competition. By “fail” […]

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