Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Facebook: 2831, Twitter: 13254, LinkedIn: 689
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, […]
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 […]
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 […]
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, […]
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. […]
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 […]
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 […]
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, […]
by Tony Vidler Twitter is crowded and noisy and it can be difficult to get found by your prospects…but there ARE a few things you can do that will help them find you. There are prospects for you on Twitter… Because Twitter is full of prospects who are engaged. That is one of […]
What The Kardashian’s Can Teach Us About Reputation Marketing
by Tony Vidler For many successful advisers their reputation is the critical marketing success factor in their careers. And who has done reputation marketing – or “famous just for being famous” – better than the Kardashians? Reputation in professional services often drives more recommendations or referrals that lead to new business than practitioners […]