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You are already using Digital Marketing daily, so why not use it well?
by Tony Vidler        From what I observe, around 50% of professionals today still say they do not use digital marketing – and a fair proportion of those who say they don’t also say they don’t ever intend to use it either.  However, from what I actually observe when it comes to how many professionals do […]
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Automating social media for financial advisors
Does Automation Make You Robotic?
by Tony Vidler        Automation of repetitive tasks and functions makes perfectly good business sense, and we generally accept that it is a wise move in financial services to automate as much as possible when it comes to “processes”.   The arguments for doing so largely revolve around efficiency, reliability, and risk management.  That is, […]
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LinkedIN for Financial Advisers
The Top 10 Tips for Advisers to get some LinkedIn value
by Tony Vidler        Advisers use of LinkedIn generally leaves a lot to be desired and too many treat it as a static display of their CV.  It is a networking platform upon which too few actually do any networking.  To get good value from it follow the basics of networking that you already know…engage in […]
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3 simple steps to automate your Linkedin Thank You message
by Tony Vidler        Getting engagement with new connections on LinkedIn is as simple as sending a thank you message…and even smarter: automate as much of it as you can.   Whenever you have a recurring problem you need a process… Processes, systems, automation…these are the solutions to minimising waste, and recurring issues requiring manual workarounds. […]
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Marketing places where Advisers just HAVE to be
by Tony Vidler        Even if Financial Advisers don’t feel the need to do marketing I would suggest that there are still some marketing places to be for advisers who feel they have enough clients.   Even when prospecting for new clients is not a particular issue, professional credibility is.  Suppliers, potential referrers, Centres Of Influence…they […]
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financial advisor sales & marketing
Prospecting has never been easier…for some!
by Tony Vidler        Prospecting seems to remain the biggest day to day business problem for financial advisers, yet prospecting has never actually been easier.   If you polled 100 advisers with this simple question I would wager that more than half would answer: “getting enough new business prospects to meet my business objectives”.   Prospecting […]
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Have Financial Advisers Missed Out On The Social Media Opportunity?
by Tony Vidler        After a decade of NOT adopting what is clearly the biggest evolution in consumer communication methods in half a century (at least!), there is a mood amongst many financial advisers that they have “missed the wave” on the social media marketing opportunities.   One might as well say you’ve “missed the wave” […]
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How A Few Advisers Get Great Social Media ROI
by Tony Vidler         Why do some advisers seem to do so well and get such great social media ROI while others find it fruitless?  There are financial advisers literally building businesses on the back of social media – it is that powerful for them.  Yet there are hordes of advisers who would suggest that social […]
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How much client contact is too much contact?
by Tony Vidler        Getting the frequency of newsletters or regular client communications right is a real challenge.  How much is too much, and runs the risk of you being a nuisance?  How much is too little, and runs the risk of you being forgotten?     The right answer is “it depends”.     It […]
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Could you be a Thought Leader Adviser?
by Tony Vidler         A big phrase of recent times for anyone in professional services is “Thought Leadership”. Everywhere you turn someone is writing or saying “be a thought leader”…and nearly every audience asks “what is a Thought Leader, and how do you get there?”   To put it in its most simple terms, it […]
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