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11 Questions to think about before spending a marketing dollar
by Tony Vidler When advisers are about marketing they all too often focus on what tactics to pursue. This approach often results in disappointment as the marketing results fall short of expectations. The problem is the expectations were not thought about strategically, and the expectations were optimistically vague at best. Tactics are action-oriented….they […]
by Tony Vidler Compliance has a lot to answer for. One of the truly negative consequences of evolving best practice advice standards is the trend to torture clients. Now torture is a rather harsh word, and I am sure that globally there is no particular agenda on the part of regulators or professional advisers […]
by Tony Vidler One of most powerful marketing tools appears to be one of the least used in professional services. Case studies work so well in professional services because so much of what we can do for clients, or the outcomes they get from working with us, remain a mystery to the non-clients. […]
by Tony Vidler A frequently asked question by professionals using digital marketing is “how, and when, do I take the online engagement offline into the real world?” Let’s assume for the exercise that you have made a new connection on Linked for example. Often professionals will make new connections and then wonder what […]
10 Reasons why an Advisory Practice just stays “practicing”
by Tony Vidler Finally I’ve worked it out after years of wondering why a “Practice” is called a “Practice”. I think it is because the business is mostly practicing to be a business. When a “practice” has made it everyone calls it “a firm”. THE common denominator in a Practice appears to be […]
How EXCEPTIONAL advisers use their time is not like the average!
by Tony Vidler Time management is where there is a huge difference between elite advisers and the average advisers. in fact, it is one of the biggest differentiators that help the best performers stand out and excel. However, the difference isn’t about micro-managing time slots, or about having better time management systems. It […]
Which would you rather be: a Brilliant Technician, and bored, or the Orchestrator running the show?
by Tony Vidler Professional development is all the rage…the regulators and the professional associations and training providers in the compliance space are all putting it top of mind continuously. And virtually all of them have an extremely narrow focus when it comes to the concept of developing a professional. Virtually no emphasis upon […]
by Tony Vidler One of the most common options for leveraging your professional practice is to hire more advisory personnel, however it is often a path to frustration and disappointment for business owners because it simply has not been thought through. Everyone begins with great intent: the owner really does want new hires […]
by Tony Vidler There comes a time for all of us when we find ourselves dealing with a client who is not acting rationally, or logically, and is driven by their emotions. It’s tough to handle isn’t it? There is every risk that whatever you do will be seen as confrontational, or dismissive […]
by Tony Vidler It is always worth drifting and sifting through some classic books during the holidays and one which threw up a core concept which is worth revisiting was The Feldman Method, by Andrew H. Thomson. Ben Feldman is revered by many as one of the greatest insurance salesman of all time, […]