social networking Archives - Page 2 of 8

How One Successful Financial Planner Gets New Business

by Tony Vidler The one question that continually gets thrown to me is “What are other advisers doing that is successful for them?” Every so often one is willing to share their trade secrets, and this is how one local successful financial planner gets his business, and that he was happy to share: He […]

Your key for unlocking endless creative content ideas

by Tony Vidler How we engage with prospective customers has changed fundamentally in the last few years, and smart operators know that delivering engagement and meaningful content is critical to establishing authority, credibility and relevance for your target market. In fact, ongoing engagement while consumers choose when they will engage is 90% of the […]

How to do client video testimonials the right way!

by Tony Vidler Testimonials are good for business – but we all know that, right? Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far […]

Creating A Client Advocate Culture

by Tony Vidler In an ideal world all of our clients would become active advocates for us…and each client advocate would be the key driver of new business and growth in our practice, wouldn’t it? Our clients would be so in love with how our advice and expertise has positively changed their world that […]

The Basics Of “Looking Good” – Professionally Speaking

by Tony Vidler Looking good professionally is critical in today’s world. It has always been important of course, but in the era of online search throwing up that awful photo from your party days…well… These days our image precedes us…people are forming impressions about us from the initial contact and their initial search results. […]

How To Blend Old AND New Marketing Methods: An Example

by Tony Vidler Old, traditional, marketing methods….or new, modern, methods? Which is best? Neither are “best”…and both can be pretty effective. Using the best of both simultaneously though can be fabulous. Traditional marketing methods mixed with modern technology, data-driven insights and delivery platforms can be extremely effective…in fact using everything is absolutely necessary to […]

When Social Media Marketing Sucks

by Tony Vidler A lot of advisers tell me that social media marketing sucks for financial services. They know, because they have been trying to market themselves using social media and the results are not good for them. If it isn’t working it must suck, right? “Working” generally means “getting new prospects or […]

Engage With Your New Connections To Get On With Business

by Tony Vidler So you have some new connections on LinkedIn…congratulations. What now? Or rather, what next? How does actual engagement begine? Making new connections via LinkedIn is great…but it is better if you can take those new connections and turn them into meaningful engagement and conversation. It is a business-to-business platform […]

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, […]

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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