engagement marketing Archives

Pitching Your Marketing To The Target Client’s Buying Journey

by Tony Vidler Most of your target market today go on a “buying journey”. That means they largely control what and when they will buy our products and services…and it is rarely a snap decision made the same day. It is a process of increasing awareness, education and trust building. Every practice needs to be […]

Content for your marketing has never been easier…just get it delivered.

by Tony Vidler Content marketing is resonating with financial advisers but many still struggle with working out what content to share, and most still think they have to create it all themselves. Yet getting content for your marketing has never been easier. So it shouldn’t be the barrier to improving, or increasing, engagement that many […]

How often is too often to send emails?

by Tony Vidler “How often should I send emails?” is the perpetual question asked by advisers who are beginning to build an engagement marketing system or lifting their client communications and services standards. There is not a magic number that applies to everyone I am sorry to say. The objective is to find that […]

The Biggest Mistake In Financial Adviser Digital Marketing

by Tony Vidler I found this cartoon ages ago and I love it because it so accurately describes what I think is the biggest mistake in financial adviser digital marketing and I just keep seeing it happen over and over. Enormous effort and resource is put into creating wonderful websites, facebook pages and blogs…..then……nothing! […]

This is THE shift in 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 […]

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. Marketing for financial advisers was for years – decades perhaps – a simple matter of making a lot of calls and keeping a constant source of prospective future clients coming through […]

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 interest, […]

How Often Should We Contact Clients?

by Tony Vidler “How much is too much contact?” “How often is too often?” What is the right volume to contact clients? Much of the standard industry thinking around these questions is in fact quite dated I believe. For example, go back not that many years and good marketers providing a lot of […]

Engage, Engage, Engage…Make prospecting a PROCESS!

by Tony Vidler If real estate is driven by location, location, location, then surely the prospecting process is driven by engage, engage, engage. I’ve previously posted about the problem with generating referrals consistently largely coming down to the lack of engagement with, and by, clients. A process of engagement is also often the missing […]

The easiest content creation idea in the world!

by Tony Vidler Even when advisers finally buy into the need to engage patiently with prospects the content creation required to feed an engagement marketing system worries them. Creating content seems to be so hard for so many, which is odd because professional advisers are masters of creating content. They do it every day […]

engagement marketing

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.

Other useful resources

Fresh ideas delivered to your inbox