financial advisor marketing Archives - Page 17 of 19

Are you offering Advice clients Fast Food or Fine Dining?

by Tony Vidler Many advisers are unsure about what they offer advice clients – cheap and cheerful advice on the fly, or a superb planning experience. Both do the job, albeit in different ways. But offering fast food at silver service prices is a business model that will struggle…and that’s what happens when there […]

Your Reputation IS Your Personal Brand – and it is what matters most

by Tony Vidler For most advisers the only brand that truly matters is, or should be, their personal brand. Not the corporate brand, or licensees brand, or dealer group or avourite financial insititutions…YOUR brand. And when it comes to your personal brand, reputation is everything really. A lot of professionals get their branding […]

Change Is The New Normal For Financial Advisers

by Tony Vidler Financial Advice is not going through some changes; constant change is the new normal. Whatever regulatory stuff you are going through now in your particular jurisdiction will not be an end to it. It will be ongoing. More importantly though, regulatory change is not the BIG change which will become the constant […]

Commission-Based Life & Health Advisers Need To Get Moving

by Tony Vidler There is clearly a mood afoot for various industry stakeholders to see up-front commissions reduce in size in a number of financial products, particularly in life and health insurance products. It will become a self-fulfilling prophecy of course, as the more it gets debated the greater the acceptance of the inevitability. […]

Using Gamification To Engage With Prospects

by Tony Vidler Behavioural finance meets gaming meets technology and that means “marketing opportunity”. One of the newer marketing concepts arising from these trends converging is “gamification”, and while it is being used in all sorts of industries to engage consumers with new products and services it doesn’t appear to have really attained great traction […]

Is Insurance Churn Really The Issue We Think It is?

by Tony Vidler Any time an insurance product is replaced by an adviser with an alternative one someone begins howling about “insurance churn” or “twisting of policies” and the immediate inference is that something unethical just occurred. Sometimes that is true of course, and there are undoubtedly bottom feeders in the industry who survive by […]

Got a content problem? Get Google to deliver it…

by Tony Vidler Content marketing is finally starting to gain traction with financial advisers but many struggle with working out what content to share, and most still think they have to create it all themselves. There is significant merit in curating content – sharing other folks great contributions with your audience…you DON’T have to […]

Making LinkedIn Matter In Your Marketing

by Tony Vidler Most professionals have a LinkedIn profile now, but are they making LinkedIn matter when it comes to their marketing? Often they are not effectively utilising the 2 key areas that are searched by Google, being the title section and the summary. That is incredibly valuable online real estate….provided for free…so let’s have […]

Professional Practice Evolution: What Separates Modern Professionals From The Past?

by Tony Vidler There are lessons to be learned from the evolution of the modern professional practice for those who are not there yet. There is also no doubt that a number of financial advisers and practices are still evolving, or yet to begin the journey if they are to avoid being rendered redundant. When […]

Why have a WHY video, and what should it cover?

by Tony Vidler There sure a variety of opinions on how a “WHY” video should be constructed, and what you should cover in it. For me, most of the stuff you read and hear about how they should be just doesn’t make sense. That’s probably because I keep thinking about it from the perspective of […]

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