adviser marketing

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 319 other followers

sidebar_tony
Facebook: 2831, Twitter: 13061, LinkedIn: 689
not-creative
An easy way to create content when you don’t feel creative
by Tony Vidler        Building an engaged audience of future prospects requires us to create content in todays environment.  We need to feed the search engine machines, and we need to continually deliver content which educates or empowers those with whom we wish to do business.  They take time to decide who to choose to […]
Read more.
Get better marketing results by using what’s in your hand
by Tony Vidler        Every adviser wants better marketing results – no matter how good the existing results are. We want more, because in more or better marketing results lies the ability to leverage our businesses.  Yet in the constant search for more or better many advisers are overlooking the thing in their hands: their […]
Read more.
engage-facebook-fans
How to engage your Facebook fans
by Tony Vidler        The biggest social media platform on the planet – everyone is there. So how best to engage with all these potential Facebook company page fans who just might one day become clients, or at the very least become advocates?   Professional services firms seem to struggle more than most  other businesses […]
Read more.
Strategic Alliances are Smart Marketing
by Tony Vidler        It is hard work perhaps but creating strategic alliances is one of the smartest business building moves a practice can make.  Perhaps it is because it is not an easy or quick thing to do that so many professional services businesses never do it, but those that do reap the rewards […]
Read more.
marketing-never-stops
Marketing NEVER Stops For Today’s Adviser
by Tony Vidler        I was asked “when should I slow down or stop the marketing?” Answer: “Your marketing never stops.  Never.”   The rationale behind the question was the adviser has a good and large business – there are enough clients right now.  So it wasn’t a stupid question by any stretch.  But here […]
Read more.
give away for recommendation
Little Giveaways Can Generate Recomendations
by Tony Vidler        If you want to generate recommendations from clients and prospects it pays to understand how it is a different process from getting referrals, and if referrals are “the gold medal” then recommendations are the “silver”.  Not the ultimate perhaps, but well worth having, and arguable a little easier to get.   […]
Read more.
cenrte of influence prospecting
Which prospecting method delivers the best results?
by Tony Vidler        The prospecting method that keeps on delivering the most opportunities is Referrals.   A distant second in the source of new clients for advice firms is Centre of Influence referrals.   Research by the Financial Planning Association showed that on average in the previous year some 34% of new clients came from […]
Read more.
How can we get the Value Of Advice message out more effectively?
by Tony Vidler         We need to get the “Value Of Advice” message out more effectively as it just doesn’t appear to be resonating with enough of the consumers, particularly in challenging times.    There has been an increasing emphasis upon understanding the value of advice in the last decade and most research concludes that advice […]
Read more.
engaging-content
What is the mix of content which is engaging?
by Tony Vidler        As a consumer yourself you know that there is a need to mix up the content if you want to maximise audience engagement, after all, you tune out pretty quickly if someone is posting or sharing the same sort of stuff repeatedly don’t you? Everyone does. Because it becomes boring. To […]
Read more.
The Top 20 Adviser Marketing Kitbag Essentials
by Tony Vidler        It would be fair to say that adviser marketing is not a specialty subject for most advisers…they are usually great technicians and deliverers of financial advice and coaching, and they are usually great at selling and relationship management at an individual level.  Not so great at getting the marketing going though…. […]
Read more.