Engagement marketing for professionals
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Modern marketing for financial advisers is about creating a process of engagement for prospects, where you match your marketing to their buying cycle in order to get them to the beginning of the sales process.
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This document provides an executive summary of Anthony Carl (Tony) Vidler's professional experience and credentials. It outlines over 25 years of experience in financial services in New Zealand, including managing his own independent advisory firm with 24 personnel and over $25 million funds under management. He has held leadership roles with industry organizations and played a influential role in regulatory reform. Vidler has extensive experience advising on insurance, investments, compliance issues and developing best practices standards in the financial advice field. He currently works as an independent consultant.
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This document outlines key metrics and calculations that are important for business planning, including existing average sale size and client numbers, churn/lapse rate, sales conversion ratios from first appointments to sales and referrals, revenue requirements from new and existing business, and calculations to determine the number of new sales leads needed based on these factors.
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This document provides questions to help identify characteristics of an ideal client, including their demographics like age and location, family situation, net worth, occupation, industry, income level, daily tasks, business issues, personal concerns, communication preferences, and values. It suggests picturing details about a client to help focus services on their most important needs and priorities.
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