digital marketing


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Twitter for financial advisors
3 things will get you attention and traction with Twitter.
by Tony Vidler        “How should I use Twitter” is the question which follows the decision to embrace it.  In other words, how do you get Twitter attention and then get traction with a following?   There has been a paradigm shift in recent years as more and more information is available, and on more […]
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Compliance & social media use for financial advisers
How Advisers can remain compliant while using social media
by Tony Vidler        The difficulty of using social media but remaining compliant as a financial adviser and not breaching any regulations seems to be a consistent objection to the use of social media by advisers.  Various aspects of “compliance” are cited: the provision of best practice advice, privacy constraints, or legal responsibilities to a […]
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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.  For years –  decades perhaps –  they have been able to keep a constant source of prospective future clients coming through the front doors, yet for most this is now a […]
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Taking advantage of Online Reviews of YOU
by Tony Vidler        Online reviews of virtually everything – including professional advisers – are now part of the landscape.  They aren’t “coming”…they are here now and gathering momentum.   Consumers are used to leaving their opinion about their service experience on Menumania, Tripadvisor and a thousand others…and they will increasingly leave their opinions online […]
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Figure Out Where To Compete In “Search”
by Tony Vidler        Online search matters for every professional today, no matter what sort of practice they are trying to build or what type of clients they are trying to attract.   It matters even if you think you aren’t using digital marketing tactics.    Because even if you are marketing in traditional (offline) […]
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1 Thing Connects With Consumers Better Than Everything Else
by Tony Vidler        If you really want to reach out and connect with consumers then it makes sense to look at using the communications method the overwhelming majority prefer: text messaging.   SMS. Text. Texting.  Call it what you will…study after study shows the effectiveness both in terms of the proportion of consumers who […]
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Are You “Marketing” The Right Message?
by Tony Vidler        Do you know what business you are in?   Are you marketing 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 and brand?   Many professionals focus their marketing message on the […]
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Taking Charge Of Our Digital Moments Of Truth
by Tony Vidler        Sooooo much is done via digital engagement today by our clients and prospects that there literally hundreds of “moments of truth” for our practice on a daily basis.  A “moment of truth” is that instant during interaction with our firm when a customers expectations are tested.  The rise of digital interaction means […]
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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 […]
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The powerful marketing tool that you use every day, but hardly use for marketing. But should!
by Tony Vidler        The most powerful marketing tool most professionals have is the one they use hundreds of times each day, but which they usually do not do any marketing with.   email.   Love it or loathe it, we all use it.  It is not going away anytime soon, and it is not about […]
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