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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 seems to be a concerrn cited as a reason to not use social media by those advisers.  Various aspects of “compliance” are cited: the provision of best practice advice, privacy constraints, or legal responsibilities to a corporate stakeholder, […]
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social media for financial advisors
THE secret marketing opportunity few Advisers use
by Tony Vidler        The marketing opportunity for financial advisers in using social networks still seems to be immense despite social media being a well entrenched part of our daily lives.    I continually see reports and articles suggesting that despite personal use of social media the market penetration of various social media networks by […]
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Keep ideal prospects until they’re ready for just $2.50 per year…
by Tony Vidler        Good prospects take time to convert to clients, so one of the tricks of great businesses is to keep ideal prospects engaged until they are ready to become clients of their own accord. An incredibly powerful tool for finding and then converting ideal prospects still remains the humble newsletter.   You […]
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social-media-ROI
What is the ROI of having “An Audience”?
by Tony Vidler        While I am a fan of “measuring to manage well”, some things just can’t be measured accurately.  Like having an audience.  How do you even measure the ROI of an audience? That’s why I believe we should forget what the ROI of social media is, in the conventional sense.   Here’s […]
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2 Things To Do For Social Media Lead Generation
by Tony Vidler          When it comes to social media lead generation it would appear that the majority of professionals still have reservations about the effectiveness of it as a marketing strategy. Yet, everyone they know uses social to connect, research, engage and decide on future actions.  Somehow most think that all of these […]
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Build An Audience Through Twitter
by Tony Vidler        Instead of “prospecting” shift the thinking to how to build an audience if you want a pool of potential future clients who might engage you.  That is one of the main factors in creating ongoing demand for advisory services in todays world.   Consumers are choosing when and how to engage, […]
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take-a-look-at-twitter
Take a look at Twitter if you want new ideas
by Tony Vidler        If you want new ideas for how to develope your business or inspiration for your own content marketing then you really should look at Twitter.  It is a platform that many advisers have simply ignored as far as I can see, but it is well worth taking a look at.   […]
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Using Facebook For Business: Where’s the line?
by Tony Vidler        Many advisers wanting more customers are hesitant about using Facebook for business as they struggle to figure out where the line is between being social and being commercial and being too personal.  Understandable really…it IS a blurry area for everyone, including the consumers who don’t really go to Facebook for business […]
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cold-calling-is-dead
Cold calling just ain’t social enough
by Tony Vidler        “Advisers are finding success using social sites to cull prospects, build their brand, communicate with clients and improve their referral network”    Apparently some 85% of advisers in the US are now actively using social media, and while I am mildly surprised by this result as it is higher than I […]
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socialising with clients
Socialise With Key Clients And Get More Business
by Tony Vidler        We know intuitively that when we socialise with key clients it builds trust and ultimately we get more business. More conversations create more opportunities, right?   What we don’t know though is how much more business it leads to…so we often wonder how much more we should socialise with key clients, […]
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