social networking Archives - Page 5 of 8

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. […]

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 […]

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” […]

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 […]

The Gordian Knot of Getting Referral Business

by Tony Vidler Getting referral business is hard…but oddly enough it is also easy. Lots of advisers say they get all their new business from referral, but when you dig into things it seems that actually they don’t get a lot of referrals. The ones they get are great, but they don’t get loads […]

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 […]

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 […]

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 […]

This Is Why Most Centre-Of-Influence Referral Marketing Efforts Fail

by Tony Vidler When it comes to referral marketing efforts there are basically two types of consistent ongoing referrers you can cultivate: 1. happy & satisfied clients 2. centres-of-influence The second category is the one that many advisers struggle with particularly, and the reason they struggle is because they try to develope the […]

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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