financial adviser social media Archives

It’s a No Brainer: You should already be using Digital Marketing

by Tony Vidler I still have conversations with advisers about whether they should be using digital marketing. Unbelievable, right? There are a lot of financial advisers still sitting on the fence when it comes to incorporating digital into the marketing mix, but it really is a no brainer. The perpetual marketing challenge is to […]

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 […]

When Social Media Marketing Sucks

by Tony Vidler A lot of advisers tell me that social media marketing sucks for financial services. They know, because they have been trying to market themselves using social media and the results are not good for them. If it isn’t working it must suck, right? “Working” generally means “getting new prospects or […]

Compliance & social media use for financial advisers

How Advisers can remain compliant while using social media

by Tony Vidler The difficulty of using social media but remaining compliant as a financial adviser seems to be a concerrn cited as a reason to not use social media by those advisers. Various aspects of “compliance” are cited: the provision of best practice advice, privacy constraints, or legal responsibilities to a corporate stakeholder, […]

THE secret marketing opportunity few Advisers use

by Tony Vidler The marketing opportunity for financial advisers in using social networks still seems to be immense despite social media being a well entrenched part of our daily lives. I continually see reports and articles suggesting that despite personal use of social media the market penetration of various social media networks by […]

What is the ROI of having “An Audience”?

by Tony Vidler While I am a fan of “measuring to manage well”, some things just can’t be measured accurately. Like having an audience. How do you even measure the ROI of an audience? That’s why I believe we should forget what the ROI of social media is, in the conventional sense. Here’s […]

Build An Audience Through Twitter

by Tony Vidler Instead of “prospecting” shift the thinking to how to build an audience if you want a pool of potential future clients who might engage you. That is one of the main factors in creating ongoing demand for advisory services in todays world. Consumers are choosing when and how to engage, […]

Take a look at Twitter if you want new ideas

by Tony Vidler If you want new ideas for how to develope your business or inspiration for your own content marketing then you really should look at Twitter. It is a platform that many advisers have simply ignored as far as I can see, but it is well worth taking a look at. […]

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 […]

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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