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qualifying-a-prospect
Is that Prospect really a prospect?
by Tony Vidler        How do you know if a prospect is really a prospect, or if they are just yanking your chain? We’ve all had the prospects who seem to be engaged but turn out to be complete time-wasters.  They just cannot bring themselves to say “no thanks”.   They cost a ton in […]
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financial advisor sales & marketing
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 […]
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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 […]
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What IS good content for sharing and engaging prospects?
by Tony Vidler        When it comes to creating GOOD content that is engaging prospects and your target audience there are a few things to get right, but most of the things you need to get right are not really about what you write or produce.   So what makes really good content is not […]
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Financial Advisers Digital Marketing Starter Pack
by Tony Vidler        If you are an adviser who has mastered digital marketing then you don’t need to read this.  If you’re an adviser who thinks having a website IS the digital marketing plan, then you need to read on. My reason for being that blunt at the outset is that I want to just […]
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Advisers should use Facebook – and think like clients when doing it
by Tony Vidler        Most Advisers using digital marketing today have Facebook as part of their marketing strategy, and I see most using it wrong in my view.   Facebook can be an immensely powerful element of your content marketing, or engagement marketing, if it is used well.   The key to using it effectively is […]
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The Continuous Cycle That Is Social Media Marketing
by Tony Vidler         Marketing via social media is a bit like riding a bike: you have to keep pedalling that cycle or the lack of momentum will make it fall over. Many professionals beginning with social media as part of their marketing mix fail to recognise that continual movement is a critical part of making […]
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send-emails-how-often
How often is too often to send emails?
by Tony Vidler        “How often should I send emails?” is the perpetual question asked by professionals who are beginning to build an engagement marketing system or lifting their client communications and services standards.   The objective is to find that balance between being continually present, but without being a nuisance.   The bad news is […]
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Give yourself a better chance of having prospects engage you
by Tony Vidler        There is one simple thing that advisers should do to improve the probability that prospects will engage: Talk about the outcomes you create for clients rather than talking jargon.   In engagement letters and scope of service documents, as well as in advertising brochures or online, too many advisers list their expertise […]
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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 […]
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