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The Top 20 Adviser Marketing Kitbag Essentials
by Tony Vidler        It would be fair to say that adviser marketing is not a specialty subject for most advisers…they are usually great technicians and deliverers of financial advice and coaching, and they are usually great at selling and relationship management at an individual level.  Not so great at getting the marketing going though…. […]
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Incentives For Clients: What is appropriate?
by Tony Vidler        What incentives are appropriate for encouraging clients to refer other clients?  Are incentives appropriate at all?   Some would even ask “Why provide incentives at all?  Surely if the product or the advice is good value in itself then no further incentive is needed?”   These questions around incentives for promotions […]
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Automating social media for financial advisors
Does Automation Make You Robotic?
by Tony Vidler        Automation of repetitive tasks and functions makes perfectly good business sense, and we generally accept that it is a wise move in financial services to automate as much as possible when it comes to “processes”.   The arguments for doing so largely revolve around efficiency, reliability, and risk management.  That is, […]
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effective marketing
The Secret To Creating Effective Marketing Messages
by Tony Vidler        For any marketing message to be effective there are a number of things that one has to get right – but there is a bit of a formula!   The first “secret” in effective marketing messages is that they are written for an individual reader.  We are trying to create the sense of […]
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How to convert 70% of your opportunities instead of 30%
by Tony Vidler        Imagine the difference to your business if you were able to convert twice as many opportunities.  You spend the same money and effort  but get twice as many sales as a result…it would add a bit to your bottom line wouldn’t it?   The decades old strategy of crunching through the numbers […]
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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” […]
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What IS good content for sharing and engaging prospects?
by Tony Vidler        When it comes to creating GOOD content that is engaging prospects and your target audience there are a few things to get right, but most of the things you need to get right are not really about what you write or produce. So what makes really good content is not just […]
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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 […]
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Advisers should use Facebook – and think like clients when doing it
by Tony Vidler        Most Advisers using digital marketing today have Facebook as part of their marketing strategy, and I see most using it wrong in my view.   Facebook can be an immensely powerful element of your content marketing, or engagement marketing, if it is used well.   The key to using it effectively is […]
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The Continuous Cycle That Is Social Media Marketing
by Tony Vidler         Marketing via social media is a bit like riding a bike: you have to keep pedalling that cycle or the lack of momentum will make it fall over. Many professionals beginning with social media as part of their marketing mix fail to recognise that continual movement is a critical part of making […]
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