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Using LinkedIn To Get Business: When Is It Time To Go To The Premium Version?
by Tony Vidler        LinkedIn is basically a business-to-business networking tool, but the challenge is knowing when you should be using Linkedin to get business.  The free version is fine for establishing a profile, but the question then becomes “How do you know when it is time – or worth your while – to upgrade from […]
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Keep It Simple: Give Prospects What They Want When They Google An Adviser
by Tony Vidler        An adviser client asked me recently what to put on his website as he was re-designing it and he had lots of great ideas of course, but I started my answer with “how are they going to find the site?”   Google.   That was the answer…Google because basically everyone uses […]
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The Financial Advisory World Has Changed…For Good.
by Tony Vidler         Well there is no way now that we can think the financial advisory world will stay the same.  It has been signalling dramatic change for a few years, but the changes are now escalating at an even more dramatic rate than anyone could have predicted. It feels like it is all […]
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Make your client testimonials REALLY stand out!
by Tony Vidler        Yeah, yeah, yeah….Client testimonials are good. We should all collect them. We should all display them on our website and stuff….   …but then line after line of typed text just looks the same as everyone else’s, and they lose impact don’t they?  Especially when potential clients know that we aren’t […]
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2 Tips for Unlocking Linkedin Business Benefits
by Tony Vidler        While loads of professionals have a linkedin account they haven’t realised the potential LinkedIn business benefits – and it is a business-to-business platform after all. I mean; that is what it exists for.  Yet while many have created a presence they still struggle to make the transition from that to creating a […]
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Financial Advisers Digital Marketing Starter Pack
by Tony Vidler        If you are an adviser who has mastered digital marketing then you don’t need to read this.  If you’re an adviser who thinks having a website IS the digital marketing plan, then you need to read on. My reason for being that blunt at the outset is that I want to just […]
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Who says you can’t teach old dogs new tricks?
by Tony Vidler        Old folk don’t take on new technology and new ideas, right? You just can’t teach them. Or is that “us”? Well that theory is getting blown away in a pandemic-like-way…   There has been a continuous lament for years about the ageing of the financial advisory business and it is certainly true when […]
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Advisers should use Facebook – and think like clients when doing it
by Tony Vidler        Most Advisers using digital marketing today have Facebook as part of their marketing strategy, and I see most using it wrong in my view.   Facebook can be an immensely powerful element of your content marketing, or engagement marketing, if it is used well.   The key to using it effectively is […]
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If you need more clients then you probably need different skills
by Tony Vidler        Financial advisers who need more clients need to be better marketers than salespeople in todays environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills.   While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]
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Should you give a sly kickback to referrers?
by Tony Vidler        One of the ethical challenges for professionals is how to appropriately recognise the value of a great referrer or Centre-Of-Influence. A little kickback on the sly? Hardly professional. Don’t talk about it and pretend there is no commercial significance? Not great for maintaining trust long term.   It doesn’t have to become […]
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