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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.     These are the highlights from the week that you should stop and read, as […]
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What is the missing ingredient in your marketing campaign?
by Tony Vidler        There are some great and clever marketing campaigns put together by professional services firms and their marketing advisers, and they often get “good” results.  Typically one thing stops them from getting great results:   The follow through.   Just like a great golf swing, what happens in the first half is only…well…”half […]
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creating content your customers want
Creating content that customers want
by Tony Vidler        Creating content that customers want is not as hard as advisers think it is.  It is continually suggested by financial advisers that it is difficult to create articles and tips which their customers will enjoy and value and which support the rest of  their marketing and customer service strategies.   Financial Advisers […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.     These are the highlights from the week that you should stop and read, as […]
Read more.
LinkedIN for Financial Advisers
The Top 10 Tips for Advisers to get some LinkedIn value
by Tony Vidler        Advisers use of LinkedIn generally leaves a lot to be desired and too many treat it as a static display of their CV.  It is a networking platform upon which too few actually do any networking.  To get good value from it follow the basics of networking that you already know…engage in […]
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Generalist V Specialist: Is it harder to be a sprinter or a decathlete?
by Tony Vidler        Generalist or specialist?  This is an ongoing dilemma for many financial advisers and there is a widely held belief that becoming the specialist is harder to do.   But is it really?   Let’s look outside the world of professional services and into the highly competitive, no-room-for-mistakes, world of the Olympic athlete […]
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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. […]
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sales-marketing-for-financial-advisors
Big Ticks: The Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.     These are the highlights from the week that you should stop and read, as […]
Read more.
Financial Adviser Titles: What’s in a name?
by Tony Vidler        Do financial adviser titles matter?  A good question given the number of advisers who seem to try and elevate their professional positioning by referring to themselves as something other than “a financial adviser”.  You know what I mean….financial advisers who have titles like “Risk Mitigation Specialist” or “Personal Financial Manager”….     Something […]
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How to engage clients in a review of financial advice
How to get clients to act in the short term on long term advice
by Tony Vidler        It can be incredibly difficult to get some customers to act. Especially getting them to act on advice “now” which won’t pay off for quite a long time.   You know they should.  They know they should. They need to get on with it and take some action sometimes. Easier said than done […]
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