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The Pathway To Professional Greatness
by Tony Vidler        There is a “pathway to greatness as an adviser”…and it’s an evolutionary journey, but one where the adviser largely controls how long it takes to evolve.   The professionals who consistently achieve exponential growth and performance results are superb on at least one of the following: know their clients personal lives incredibly […]
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Social Media: Are you hogging the conversation?
by Tony Vidler        You should post on social media once a week.   No.  You should post 6 times a day!   ummmm….how much is right?   The short answer is “it depends”.   It depends on the platform you are using, and it depends on your target audience and their appetite for content […]
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11 Questions to think about before spending a marketing dollar
by Tony Vidler        When advisers are about marketing they all too often focus on what tactics to pursue.  This approach often results in disappointment as the marketing results fall short of expectations.   The problem is the expectations were not thought about strategically, and the expectations were optimistically vague at best.  Tactics are action-oriented….they […]
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You know it is time to review the marketing plan when…
by Tony Vidler        It seems advisers think this is the time of the year to review their marketing plan…but perhaps any time of the year is the “right” time to review it?   The “right time” to review your marketing plan is when it isn’t providing the results you wanted, or needed in your […]
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First, Become Famous In Your Neighbourhood
by Tony Vidler        Where are your advertising dollars, and efforts, going to get the best return?   It seems that the majority of small businesses get the majority of their new clients from their local area, which is not terribly surprising given that most professional service businesses largely compete on “convenience”.   Without a […]
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How to create more compelling offers
by Tony Vidler        What financial advisers do is valuable, but it is often not compelling.  Retirement is so far away…there’s plenty of time to do stuff, right?  Insurance is important, but I’m probably not going to actually need it for a few years yet, right?  And on it goes…we battle a lack of urgency […]
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An easy way to get noticed in a busy world by Prospects
by Tony Vidler        You often have to do something different to cut through the market noise and get noticed.   In the digital age it can be remarkably effective to go low-tech, and re-visit some of the old ways.  There is little doubt that very few people invest the time in creating and delivering […]
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digital marketing for financial advisors
5 basic tips for helping your next customers find you
by Tony Vidler        In a perfect world customers would find you, rather than you having to find them.  The world is never entirely perfect of course, but certainly we can often do better in having customers find us.   We need to begin by understanding how they find anyone, then we can tap into […]
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3 Must Haves For Effective Marketing Collateral
by Tony Vidler        For marketing collateral to be truly effective it must have  “readability”.   If something is easy to read and comprehend quickly then it will be effective – assuming the actual message wasn’t rubbish to begin with.   If you have a good offer, or story, or service and can word that […]
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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 […]
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