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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 […]
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 […]
The 6 Necessities of Modern Marketing for Financial Advisers
by Tony Vidler I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods. For years – decades perhaps – they have been able to keep a constant source of prospective future clients coming through the front doors, yet for most this is now a […]
How to use the business you DON’T want to do to get the business you DO want
by Tony Vidler We all want to get more business, but we want to get the right sort of business for ourselves or our firm naturally. Once you have figured out what sort of business it is you do want to get you have (by default) figured out the areas of advice that […]
by Tony Vidler When it comes to using social media for 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. It is clear that consumers […]
by Tony Vidler “What do we have to get right for prospects to become clients?” “Remove or negate the barriers to them deciding to business” “What barrier?” “All of them…..” There are many barriers which can prevent a prospect from engaging in the professional financial advice process, and WE have to try and […]
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, […]
Many financial services firms & advisers have mistaken asset allocation calculator questionnaires for risk tolerance tests.
Here are 10 common myths about risk tolerance.