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The Financial Advisory World Has Changed…For Good.
by Tony Vidler         Well there is no way now that we can think the financial advisory world will stay the same.  It has been signalling dramatic change for a few years, but the changes are now escalating at an even more dramatic rate than anyone could have predicted. It feels like it is all […]
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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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Prospecting: Reconnect to Create New Opportunities
by Tony Vidler        A simple prospecting idea which usually pays off is simply re-connecting with those who you have spent time with, but did not do any business with.  I am talking about “prospects” from 6 months ago…or 12 months ago.   There are always people we are seeing who are potentially great customers, but […]
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Demonstrate Value And Prospects Will Choose You
by Tony Vidler        Smart advisers today make sure they are demonstrating their value to prospects.   Having a prospect who is interested enough to hear what you have to offer has always been a necessary step on the path to getting a client, and it obviously remains so today. However, who the prospect decides […]
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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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How to protect your brand and reputation on social media
by Tony Vidler        You would think professionals would take more care of their reputation. I mean it is their livelihood, right?  You’d also think that professionals using social media would set themselves some guidelines on what stuff they will and won’t allow to have atached to their reputation…but nope. Confusion about what one should […]
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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 […]
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Referrals: You are probably letting hundreds go each year
by Tony Vidler        Why so many professionals struggle to get referral business consistently generally comes down to 2 things:   1.  They don’t position for them 2. They aren’t prepared in advance   Something like one-third to a half of the people we engage with might be prepared to provide referrals – IF we […]
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How One Successful Financial Planner Gets New Business (part 2)
by Tony Vidler         Professionals are always interested in what other professionals are doing that leads to new business and becoming more successful.  The constant question is: “What are others doing that are successful for them?”   In a previous post one leading financial planner shared where he gets his new business from, and the […]
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The Madness of Creating Videos Without a Master Plan
by Tony Vidler        A little while ago I participated in a survey on marketing by financial advisers internationally.  The results were intriguing in that clearly there is widespread recognition by advisers of the importance and effectiveness of creating videos as a communication and marketing medium, however there is a disconnect too as the majority […]
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