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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 […]
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 […]
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 […]
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 […]
4 Ways to make your emails effective marketing tools!
by Tony Vidler There is no doubt that the most frequently used method of business communication today is still email. One could go so far as to say it is still the dominant digital marketing medium. It begs the question “why don’t more professionals put more effort into making it a central part of […]
You know it is time to review the marketing plan when…
by Tony Vidler It seems advisers think this is the time of the year to review their marketing plan…but perhaps any time of the year is the “right” time to review it? The “right time” to review your marketing plan is when it isn’t providing the results you wanted, or needed in your […]
Does Social Media ACTUALLY work for financial advisers?
by Tony Vidler It seems the question is still being asked by most advisers on social media: does it actually work in growing an advisory business? Remarkably, most professionals that I meet and talk to still consider social media to be some sort of “teenager or millennial thing”, or “something which doesn’t seem […]