social media for financial services

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Does Social Media ACTUALLY work for financial advisers?
by Tony Vidler        It seems the question is still being asked by most advisers on social media: does it actually work in growing an advisory business?   Remarkably, most professionals that I meet and talk to still consider social media to be some sort of “teenager or millennial thing”, or “something which doesn’t seem […]
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How to Find Your Facebook Mojo
by Tony Vidler        Facebook…love it or loathe it….it matters in creating an online brand.   In the serious world of professional services with all its technical jargon, graphs, charts, acronyms and incredibly dull stuff as far as the average consumer is concerned, Facebook presents an opportunity to showcase individuals as unique personalities.   Therein […]
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It’s a No Brainer: You should already be using Digital Marketing
by Tony Vidler        I still have conversations with advisers about whether they should be using digital marketing. There are a lot of financial advisers still sitting on the fence when it comes to incorporating digital into the marketing mix, but it really is a no brainer.   The perpetual marketing challenge is to get […]
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Outsourcing: Can that “expert” actually walk the talk?
by Tony Vidler        They say that the easiest people to sell to are the people who sell for a living, and there is a bit of truth to that.   Who the advisers turn to for advice in their business affairs often astounds me.  Nowhere is this more true than when it comes to […]
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Twitter for financial advisors
3 things will get you attention and traction with Twitter.
by Tony Vidler        “How should I use Twitter” is the question which follows the decision to embrace it.  In other words, how do you get Twitter attention and then get traction with a following?   There has been a paradigm shift in recent years as more and more information is available, and on more […]
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Compliance & social media use for financial advisers
How Advisers can remain compliant while using social media
by Tony Vidler        The difficulty of using social media but remaining compliant as a financial adviser and not breaching any regulations seems to be a consistent objection to the use of social media by advisers.  Various aspects of “compliance” are cited: the provision of best practice advice, privacy constraints, or legal responsibilities to a […]
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social media for financial advisors
THE secret marketing opportunity few Advisers seem to use
by Tony Vidler        The opportunity for financial advisers to use social networks as part of their marketing and positioning still seems to be immense despite social media being a well entrenched communications system.   I continually see reports and articles suggesting that despite personal use of social media the market penetration of various social […]
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social-media-marketing
4 Reasons Why Social Media Marketing Sucks
by Tony Vidler        I keep hearing that social media marketing sucks for professional services .  Mostly that comes from the people in professional services who are trying to market themselves using social media, so they should know if a particular type of marketing sucks or not.   If it isn’t working it must suck, […]
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using-facebook-for-business
Finding the line on Facebook For Business
by Tony Vidler        I have been asked quite a bit recently about where one draws the line when using Facebook for business purposes, and I think there is a pretty simple formula really:   Show yourself, but don’t show off.   The thing to remember about using Facebook for business purposes is the desire […]
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social-media-ROI
Forget the ROI of Social Media…
by Tony Vidler        While I am a fan of “measuring to manage well”, some things just can’t be measured accurately.  That’s why I believe we should forget what the ROI of social media is, in the conventional sense.   Here’s the metric that matters most when it comes to using social media for marketing: […]
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