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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 to […]
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When Social Media Marketing Sucks
by Tony Vidler        A lot of advisers tell me that social media marketing sucks for financial services. They know, because they have been trying to market themselves using social media and the results are not good for them.   If it isn’t working it must suck, right?  “Working” generally means “getting new prospects or […]
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Know, Like or Trust? Where do you start?
by Tony Vidler        By now pretty much everyone has got the mantra that people do business with people that they know, like and trust, but which comes first?  Where do you start? the Know, Like or Trust?   Simple questions perhaps, however when you are first meeting prospective clients and know full well that […]
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How To Crack The Content Creation Conundrum
by Tony Vidler        Content Creation appears to be the Number 1 barrier for professionals wanting to use digital marketing tactics.  Inevitably I seem to hear   “……Yeah, I think social media would be useful….but I have nothing to write about and nothing to say….“   Creating content is an issue.  Just as big an […]
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How to influence clients with “Social Proof”
by Tony Vidler        One of the primary functions of the professional adviser is to influence clients to make change.  Or sometimes, influence them not to change things.   Our role is to manage client behaviour to help generate the desired outcomes that clients want.  We must get them to act, or not act, in order […]
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You know it is time to review the marketing plan when…
by Tony Vidler        Any time of the year is the “right” time to review your marketing plan, but there are definitely times – or signs – that it should be done even if you weren’t really planning to review it this particular time.   The “right time” to review your marketing plan is when […]
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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 seems to be a concerrn cited as a reason to not use social media by those advisers.  Various aspects of “compliance” are cited: the provision of best practice advice, privacy constraints, or legal responsibilities to a corporate stakeholder, […]
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content-marketing
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 […]
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SEO
Figure Out Where To Compete In “Online 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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online-review-of-adviser
Taking advantage of Online Reviews
by Tony Vidler        Online reviews of virtually everything – including professional advisers – are now part of the landscape.  You can choose it ignore them, but they won’t ignore you.   Consumers are used to leaving their opinion about their service experience on LinkedIn, Facebook, Tripadvisor and a thousand others…and they will increasingly leave […]
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