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Your Reputation IS Your Personal Brand – and that matters most
by Tony Vidler        For most advisers the only brand that truly matters is, or should be, their reputation.  It IS their personal brand.  The corporate brand, or licensees brand, or dealer group or favourite financial insititutions…they are secondary to YOUR brand.  And when it comes to your personal brand, reputation is everything really. A […]
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How much client contact is too much contact?
by Tony Vidler        Getting the frequency of newsletters or regular client communications right is a real challenge.  How much is too much, and runs the risk of you being a nuisance?  How much is too little, and runs the risk of you being forgotten? The right answer is “it depends”. It depends on your audience, […]
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You COULD generate more business than you can handle if you use digital marketing well
by Tony Vidler        Regular readers will know that I am a massive fan of using social media and other digital marketing tools and tactics, especially in professional services where we are trying to market our expertise, rather than sell a tangible product.  My reasons are simple: we need to create recognition in our target markets […]
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Top Of Mind Awareness: Being Present Without Being A Nuisance
by Tony Vidler        Promoting our personal professional brand is essentially all about creating top-of-mind-awareness.  Being the person that our target market thinks of, and then calls, when they recognise a need or desire is our goal. We want to be “top of mind”. To achieve that we must master the art of being present, but without […]
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What is “Good Content” For Advisers To Use?
by Tony Vidler        Nearly every advisory firm says “we need more prospects“.  sure, more prospects helps build a business but what builds a business faster is good prospects who are a right fit, and who don’t really consider going anywhere else when the time is right for them to use an adviser.  And frankly […]
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Not All Customers Are Good Advice Clients
by Tony Vidler        “All customers are good advice clients”…or are they? Robo-advisers, direct marketing, 24/7 online transaction facilities, product kiosks and over the counter solutions to shoppers at supermarkets…these are all “financial advice” choices for consumers today.  (for “Financial Advice” read “anything associated with a financial services product or service which may or may […]
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Compliant Advice: Here are the only 3 things that matter
by Tony Vidler         Whenever the topic of compliance, or the “advice process”, comes up most advisers see themselves like this: Everyone is throwing everything at you with the sole intention of destroying you, right? As a consequence, compliance is largely considered a burden.  As is usually the way of these things a substantial body […]
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How Often Should We Contact Clients?
by Tony Vidler        “How much is too much contact?”   “How often is too often?” What is the right volume to contact clients? Much of the standard industry thinking around these questions is in fact quite dated I believe.  For example, go back not that many years and good marketers providing a lot of […]
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Who you know matters more than anything else
by Tony Vidler        There’s too much emphasis now placed upon “what you know“.   Who you know matters more if you want to have a successful business. I know…I know…heresy! (But hear me out). Most professional advisers today actually know enough.  Sure, we always need to improve and there’s always more to learn and continuous […]
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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 or engagement, and it […]
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