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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 […]
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creating brand advocates for ongoing referral business
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 […]
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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. […]
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Yin and yang of modern marketing
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 […]
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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 […]
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new-connections-linkedin
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 […]
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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, […]
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social media for financial advisors
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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social-media-ROI
What is the ROI of having “An Audience”?
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 […]
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Build An Audience Through Twitter
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, […]
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