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Using Facebook For Business: Where’s the line?
by Tony Vidler        Many advisers wanting more customers are hesitant about using Facebook for business as they struggle to figure out where the line is between being social and being commercial and being too personal.  Understandable really…it IS a blurry area for everyone, including the consumers who don’t really go to Facebook for business […]
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cold-calling-is-dead
Cold calling just ain’t social enough
by Tony Vidler        “Advisers are finding success using social sites to cull prospects, build their brand, communicate with clients and improve their referral network”    Apparently some 85% of advisers in the US are now actively using social media, and while I am mildly surprised by this result as it is higher than I […]
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engage-facebook-fans
How to engage your Facebook fans
by Tony Vidler        The biggest social media platform on the planet – everyone is there. So how best to engage with all these potential Facebook company page fans who just might one day become clients, or at the very least become advocates?   Professional services firms seem to struggle more than most  other businesses […]
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financial advisor sales & marketing
Prospecting has never been easier…for some!
by Tony Vidler        Prospecting seems to remain the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier.   If you polled 100 advisers with this simple question I would wager that more than half would answer: “getting enough new business prospects to meet my business objectives”.   Prospecting […]
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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 […]
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If you need more clients then you probably need different skills
by Tony Vidler        Financial advisers who need more clients need to be better marketers than salespeople in todays environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills.   While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]
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Financial Adviser Marketing: Creating Ghost Town’s?
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 […]
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How to Find Your Facebook Mojo
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 […]
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One sure way to build an audience
by Tony Vidler        As more professionals start to tap into the power and reach of social media a common question is “how do I get more people following me?”     There are a lot of ways to create an audience of course, but there is one method which doesn’t get spoken of very […]
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How To Fix A Prospecting Problem
by Tony Vidler        The “prospecting problem” is the most frequently requested area for help amongst advisers…it is the p perennial problem.  There just never seems to be quite enough of them to meet the new client acquisition needs of the firm!   Often an adviser asks for help on prospecting right about the time […]
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