adviser marketing machine Archives

If you still need more clients then you probably need different skills

by Tony Vidler Financial advisers who need more clients need to be better marketers than salespeople in todays environment. For most that means they probably need new, or more, skills. Not more technical skills; more commercial skills. While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]

This is THE shift in how Professional Services marketing has changed

by Tony Vidler This is how much professional services marketing has changed in just the last few years…the head of a national real estate firm which settles 14,000 deals a year explained the marketing process and how they achieve their results. Here it is: Over 95% of all new customer enquiries now begin online. 100% of […]

The 6 Necessities of Modern Marketing for Financial Advisers

by Tony Vidler I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods. Marketing for financial advisers was for years – decades perhaps – a simple matter of making a lot of calls and keeping a constant source of prospective future clients coming through […]

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 […]

Marketing Your Expertise Via Webinar

by Tony Vidler Advisers attend plenty of webinars, but very few seem to use a webinar marketing program themselves for marketing to potential clients, and it is a marvellous opportunity (if done well) to really position your expertise. Prospects generally have no issue tuning in to watch broadcasts on any number of areas of interest, […]

An easy way to get noticed in a busy world by Prospects

by Tony Vidler You often have to do something different to cut through the market noise and get noticed by prospects. In the digital age it can be remarkably effective to go low-tech, and re-visit some of the old ways. There is little doubt that very few people invest the time in creating and […]

digital marketing for financial advisors

5 basic tips for helping your next customers find you

by Tony Vidler In a perfect world customers find you, rather than you having to find them. The world is never entirely perfect of course, but certainly we can often do better in having customers find us…and the good news is that today’s customers are out there looking for the right provider. We […]

You know it is time to review the marketing plan when…

by Tony Vidler Any time of the year is the “right” time to review your marketing plan, but there are definitely times – or signs – that it should be done even if you weren’t really planning to review it this particular time. The “right time” to review your marketing plan is when […]

Use This If You Want Consumers Attention Quickly

by Tony Vidler If you really want to reach out and connect with prospects and get consumers attention quickly then it makes sense to look at using the communications method that they overwhelmingly majority prefer: text messaging. SMS. Text. Texting. Call it what you will…study after study shows the effectiveness both in terms […]

Your Marketing Tactics? Well, it depends…

by Tony Vidler Which marketing tactics are worth considering for your professional promotion largely comes down at the start to being clear about your desired positioning. Are you wanting to be seen as a “General Practitioner” or are you trying to establish a position as a “Specialist” for a start? The tactics that […]

adviser marketing machine

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