Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 2831, Twitter: 13524, LinkedIn: 689
How A Few Advisers Get Great Social Media ROI
by Tony Vidler Why do some advisers seem to do so well and get such great social media ROI while others find it fruitless? There are financial advisers literally building businesses on the back of social media – it is that powerful for them. Yet there are hordes of advisers who would suggest that social […]
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 […]
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 […]
by Tony Vidler Facebook…love it or loathe it….it matters in creating an online brand. In the serious world of professional services with all its technical jargon, graphs, charts, acronyms and incredibly dull stuff as far as the average consumer is concerned, Facebook presents an opportunity to showcase individuals as unique personalities. Therein […]
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 […]
by Tony Vidler I have been asked quite a bit recently about where one draws the line when using Facebook for business purposes, and I think there is a pretty simple formula really: Show yourself, but don’t show off. The thing to remember about using Facebook for business purposes is the desire […]
by Tony Vidler The biggest social media platform on the planet – everyone is there. So how best to engage with all these potential Facebook fans? Professional services firms seem to struggle more than most other businesses in this respect. It IS a challenge too: we have no tangible products to put on […]
by Tony Vidler As a consumer yourself you know that there is a need to mix up the content if you want to maximise audience engagement, after all, you tune out pretty quickly if someone is posting or sharing the same sort of stuff repeatedly don’t you? Everyone does. Because it becomes boring. […]
by Tony Vidler One of the essentials for practice growth is to build a marketing machine. A combination of mini-systems and components that keep the whole motor running at full speed. Most professionals have elements of the marketing machine…but just elements. They haven’t built the full system – and then of course they […]
An advisers engagement process might look something like this…
by Tony Vidler It is a rarity for a new customer to walk in off the street and just decide to buy some insurance or an investment product or a bit of planning from you, right? That probably hasn’t happened for 10 years (if ever!). So how do they decide to buy […]
In this #RiskInsider, learn how the implications of the risks that prevailed in 2020 will continue to play a role in 2021 and beyond.
How Cyber Risk, Food Insecurity, Social Unrest and Economic Fear Will Color 2021 and Beyond