adviser marketing Archives - Page 3 of 8

THE secret marketing opportunity few Advisers use

by Tony Vidler The marketing opportunity for financial advisers in using social networks still seems to be immense despite social media being a well entrenched part of our daily lives. I continually see reports and articles suggesting that despite personal use of social media the market penetration of various social media networks by […]

Tailoring Your Content Marketing To Fit Your Audience

by Tony Vidler One size does not fit all when it comes to content marketing: you need to tailor your content fit your audiences’ desires and needs. It needs to be made to measure as it were. As more professionals tap into the power of content marketing and create a presence on multiple […]

Is Acquisition – or Merger – Worth It?

by Tony Vidler Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy. Generally there appears to be 5 main reasons that advisers suggest as their reasons for acquisition of another business. They are: 1. Get new […]

Why should they choose you?

by Tony Vidler If you want ideal prospects to choose you over any number of other highly qualified professional advisers then you must have the ability to succinctly articulate what makes working with you special. Why should they choose you? This is often referred to as having a “Unique Selling Proposition”, or USP. While the […]

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 […]

A Value Proposition is simply about the value for THEM

by Tony Vidler Financial advisers generally struggle to create a value proposition that accurately expresses how they work differently, or what makes them special compared to others. It isn’t that they don’t have points of difference, or that they struggle to put ideas into words…generally they are very good at both. Each adviser has […]

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 […]

The Art Of Giving Suitable Advice Which Is Defensible

by Tony Vidler The most challenging area in forming a professional opinion is ensuring that it is “suitable advice”, as what is suitable is subjective – until the time comes somewhere in the future to see if the advice actually worked. Despite the issue of nobody actually knowing whether advice really was suitable much […]

Are You “Marketing” The Right Message?

by Tony Vidler Do you know what business you are in? Are you clear on what you achieve for customers? Does your marketing message reinforce that? Are you marketing what it is you actually DO, rather than what you know or who you are…or worse: you are marketing some other businesses products […]

Which Clients To Keep; Which Ones To Fire

by Tony Vidler More clients is good, right? But when you have plenty of clients on the books the question becomes which clients to keep. Or which ones to get rid of. Actually, advisers should be constantly asking these questions regardless of how big their book of clients actually is. They are not questions […]

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