strategy marketing Archives - Page 9 of 13

Demonstrate Value And Prospects Will Choose You

by Tony Vidler Smart advisers today make sure they are demonstrating their value to prospects. Having a prospect who is interested enough to hear what you have to offer has always been a necessary step on the path to getting a client, and it obviously remains so today. However, who the prospect decides […]

If you need more clients then you probably need different skills

by Tony Vidler Financial advisers who need more clients need to be better marketers than salespeople in todays environment. For most that means they probably need new, or more, skills. Not more technical skills; more commercial skills. While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]

Knowing Your Professional Purpose Is Your Game Changer

by Tony Vidler All the regulatory change has many advisers seriously thinking about how to position for the future, and how to lift performance in a time of squeezed practice margins. Many are stuck in their existing paradigm of doing business though, and struggle to accept things like remuneration models changing rapidly, long term shifts […]

Should you give a sly kickback to referrers?

by Tony Vidler One of the ethical challenges for professionals is how to appropriately recognise the value of a great referrer or Centre-Of-Influence. A little kickback on the sly? Hardly professional. Don’t talk about it and pretend there is no commercial significance? Not great for maintaining trust long term. It doesn’t have to become […]

If you want people to buy your advice, then dumb it down!

by Tony Vidler When it comes to getting someone to buy your advice one of the best tips I can give is “dumb it down- but don’t treat them like dummies“. There is a big difference between “dumbing it down” and treating people like dummies. The first is about simplifying the message in order […]

You are a professional? That doesn’t mean I trust you.

by Tony Vidler You’re a professional. Should I trust you? Nope. As a consumer, a user of professional services myself, I’m tired of hearing from professionals that they should be trusted just because they are labelled professionals. Let’s face it; many carry the label “professional” only by association anyway. The industry they are in […]

Want to Cross-Sell? Then put a bit of planning into it…

by Tony Vidler We all know that cross-selling services and products to clients is critical to maximising the value of the client relationship as well as ensuring you are delivering full value to your clients. So why is it so often neglected? In part cross-selling is skipped because so many professional advisers […]

Creating Content That Engages Prospects

by Tony Vidler It takes a lot of thought and effort to create content that engages your target audience, and nothing is more frustrating than creating something which you think is marvellous (if not perfect!) only to find that it goes nowhere because nobody knows about it, and nobody shares it around. It doesn’t […]

How to get more eyeballs on your Call-To-Action

by Tony Vidler Getting prospective customers to move from content engagement to your call-to-action is a critical step in improving qualified leads, and conversions of them to clients. One of the things I love about technology today is that there are always new applications helping you to improve your sales and marketing efforts in this […]

The Continuous Cycle That Is Social Media Marketing

by Tony Vidler Marketing via social media is a bit like riding a bike: you have to keep pedalling that cycle or the lack of momentum will make it fall over. Many professionals beginning with social media as part of their marketing mix fail to recognise that continual movement is a critical part of making […]

strategy marketing

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox