digital marketing Archives

The New Paradigm of Professional Services Marketing

by Tony Vidler There has been a significant paradigm shift in how professional services marketing and sales functions interact. A fundamental change to how we understand and use the knoweldge of the consumers emotional buying cycle has already happened. The traditional view of “marketing generating leads” and then “sales converting leads into customers” […]

You can do personal online-only advice

by Tony Vidler There are some great reasons to go digital in your advice process, especially if you live in a city where traffic gridlock, exorbitant parking costs and insane commercial rents drive up your overheads and kill your productivity. For many advisers now of course, there is no choice but to go digital-only. […]

Financial Advisers Digital Marketing Starter Pack

by Tony Vidler If you are an adviser who has mastered digital marketing then you don’t need to read this. If you’re an adviser who thinks having a website IS the digital marketing plan, then you need to read on. My reason for being that blunt at the outset is that I want to just […]

If you 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 […]

How to get more eyeballs on your Call-To-Action

by Tony Vidler Getting prospective customers to move from content engagement to your call-to-action is a critical step in improving qualified leads, and conversions of them to clients. One of the things I love about technology today is that there are always new applications helping you to improve your sales and marketing efforts in this […]

This is 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 […]

How to work out which digital tactics are your best shot

by Tony Vidler Digital marketing MUST be on every advisers radar by now, but which digital tactics are best for your practice remains a burnbing question it seems. The answer to that depends on what you are trying to achieve from digital marketing of course, and as always, one should begin with the end […]

Financial Adviser Marketing: Creating Ghost Town’s?

by Tony Vidler I found this cartoon ages ago and I love it because it so accurately describes a huge marketing mistake that I keep seeing when it comes to financial adviser marketing: Enormous effort and resource is put into creating wonderful websites, facebook pages and blogs…..then……nothing! While there is an excellent […]

The Madness of Creating Videos Without a Master Plan

by Tony Vidler A little while ago I participated in a survey on marketing by financial advisers internationally. The results were intriguing in that clearly there is widespread recognition by advisers of the importance and effectiveness of creating videos as a communication and marketing medium, however there is a disconnect too as the majority […]

When To Take Online Engagement Offline

by Tony Vidler A frequently asked question by professionals using digital marketing is “how, and when, do I take the online engagement offline into the real world?” Let’s assume for the exercise that you have made a new connection on Linked for example. Often professionals will make new connections and then wonder what […]

digital marketing

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox