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How are you planning to differentiate and stand out?
by Tony Vidler        You have to differentiate to stand out and attract business…but where do you do that. How do you do that? Well, it begins by thinking strategically about where you want to do it. I remembering reading way back in one of the academic tomes on marketing that there were 5 attributes […]
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One sure way to build an audience
by Tony Vidler        As more professionals lean more on social media  as an integral part of their marketing a common question is “how do I get more people following me?“.  How do you guild an audience in other words. There are a lot of ways to create an audience of course, but there is […]
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Create Video’s To Improve Your Client Service Experience
by Tony Vidler        Most advisory firms don’t create videos of their own it seems.  So, most advisory firms do not appear to have taken advantage of the consumer appetite for video, or how they can improve client service & experience (& efficiency) by creating their own videos.  It seems they have not done so […]
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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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