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It’s a No Brainer: You should already be using Digital Marketing
by Tony Vidler        I still have conversations with advisers about whether they should be using digital marketing. Unbelievable, right? There are a lot of financial advisers still sitting on the fence when it comes to incorporating digital into the marketing mix, but it really is a no brainer. The perpetual marketing challenge is to […]
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You Can Become A Trusted Brand Before Clients Even Meet You
by Tony Vidler        For any individual adviser to become “a trusted brand” in your target markets mind has to be their main marketing goal.  The importance of great engagement with prospective customers cannot be over-emphasised here…it is THE fundamental shift in effective marketing techniques over the last decade because it is the solution to the […]
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Are you sure your clients know what else you COULD do for them?
by Tony Vidler        All too often advisers are disappointed to find that a client has done business elsewhere…that their “main” adviser could have done for them! The reason is usually a very simple one: the clients do not know everything we could do for them.  Or perhaps they did know, but forgot.  Or worse, […]
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One Fast-Track Method To Establishing A Reputation As An Expert
by Tony Vidler        Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals. rofessional referrals are those where a client […]
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What is “Good Content” For Advisers To Use?
by Tony Vidler        Nearly every advisory firm says “we need more prospects“.  sure, more prospects helps build a business but what builds a business faster is good prospects who are a right fit, and who don’t really consider going anywhere else when the time is right for them to use an adviser.  And frankly […]
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The most relevant content for clients and prospects? THEIR questions…
by Tony Vidler        The constant puzzle for many looking to be more effective in engaging their clients is finding relevant content, or information to share.  One of the constantly overlooked areas of HIGHLY relevant content is the actual questions that clients ask… There are several ways of sourcing client questions of course, from the informal […]
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Try giving clients the Red Carpet treatment
by Tony Vidler        What is more effective: running a client seminar with 100 guests, or running 5 “red carpet” client events of only a dozen or so at a time? Research suggests that the best financial advisers tend to run smaller and more intimate client appreciation events, and do them regularly. The best advisers […]
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The most preferred, and most effective, client communication tool?
by Tony Vidler        Engaging with clients and prospects is critical to getting the right business from the right people, and there is a surefire client communication winner (still): The humble electronic newsletter. Let’s begin by thinking about what you are trying to achieve with any client engagement method and you will probably come up […]
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3 Must Haves For Effective Marketing Copy
by Tony Vidler        For marketing copy to be truly effective it must have  “readability”. If something is easy to read and comprehend quickly then it will be effective – assuming the actual message wasn’t rubbish to begin with. If you have a good offer, or story, or service and can word that well then […]
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These 2 Questions Will Help Shape An Effective Message
by Tony Vidler        Waaaaay too many times each week I think “that is not an effective message”.  There is a lot of material prepared by well educated, articulate and thoughtful professionals that leaves me going “Huh?’ when I read it.  And I am not talking about their compliance-focussed advice process documents; I am talking […]
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