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3 Reasons Why Professionals Should Be Using Twitter
by Tony Vidler It seems to be one of the least understood social media channels in the professional services world, and barely (or poorly?) used by many. For any professional looking to build an audience and a personal brand centred on being an authority, or expert, in a particular area it is a […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
Many financial services firms & advisers have mistaken asset allocation calculator questionnaires for risk tolerance tests.
Here are 10 common myths about risk tolerance.