valuable

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 320 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689
Who are your most valuable clients?
by Tony Vidler        It may seem an obvious question however understanding who the most valuable clients are to a firm is not always as simple as it seems.  There is often an innate understanding of who they are however it is often not underpinned by any analysis or hard data. Even when it is […]
Read more.
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 […]
Read more.
valuable linkedin marketing
How to use your most valuable online real estate well!
by Tony Vidler  The most valuable piece of online “real estate” any professional has today is their LinkedIn Summary section.  It is searchable content, and there is LOADS of room to tell your story or compelling points of difference, or highlight your expertise….yet so many professionals barely use 50% of the space allowance, and even […]
Read more.