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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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
by Tony Vidler When it comes to using social media for lead generation it would appear that the majority of professionals still have reservations about the effectiveness of it as a marketing strategy. Yet, everyone they know uses social to connect, research, engage and decide on future actions. It is clear that consumers […]
by Tony Vidler Creating sufficient trust with a prospective client is the critical initial hurdle to having them engage with a professional advice process. We need to have potential clients open up about their financial history, health and family issues, their future dreams and aspirations….all the deeply personal things that they generally don’t […]
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 […]
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