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Robo-Advice? It is GREAT For An Adviser Business…
by Tony Vidler        Robo-advice is great for all of us in the advice arena, because WE learn more about consumers appetites for advice and product and WE learn more about their behaviour.  That helps us deliver better services of higher value.  It is one of the major benefits of the intense interest and investment […]
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High Net Worth Clients: The 3 Strategic Issues You HAVE To Get To Grips With
by Tony Vidler        The nirvana for most professionals is to work only with high net worth clients.  The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally.   As with the famous line from Jurassic Park – “life will find a way” – so […]
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Use the title prospects would search for, not what the industry calls you.
by Tony Vidler        A simple tip to strengthen your ability to get found by your ideal prospects when they are searching online: use the title that THEY would use for someone like you, not the title we might use with our industry peers.   It sounds a simple thing, but it is an area that […]
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Consumers won’t use Financial Planners until they know what we do…
by Tony Vidler        “Only 2% of consumers would go to a financial planner to take out life or other personal insurance” “Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner” Wow.     What on earth do consumers think […]
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Publishing Content: it’s where authority meets effective marketing
by Tony Vidler        Every professional should aspire to being an Authority to their chosen audience in my view. The ideal is you have top-of-mind-awareness with your target market of course, but more than just being the first person they think of when a particular issue arises, you want to be positioned as their only viable […]
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Here is the closest thing you’ll get to a marketing “free lunch”
by Tony Vidler        Who doesn’t love free marketing?  This would have to be of the more valuable free marketing things you’ll ever find if you want to grow your business: Google Keyword Planner.   It is the closest thing there is to a “free lunch”. In fact it is probable the closest thing you’ll find […]
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The 1 Thing You Need To Actually Make Your Strategy Work For You
by Tony Vidler        For most professional services firms today the strategic challenge of the moment is determining what the right strategy is that will work for the firm rather than making it work. But when you do settle on your strategy you then have to make it work – and that is a separate challenge. […]
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The Financial Advice Profession: Are we there yet?
by Tony Vidler        The incessant debate about whether financial advice can be called a profession or whether it is an “industry” keeps rolling along and mostly the debate is within the industry. Those who are not financial advisers don’t debate it because the answer is fairly clear to them I am guessing….after all; if it […]
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How do you prepare clients to recommend you?
by Tony Vidler        Having clients recommend you remains the best marketing tactic there is, bar none. Despite plenty of research is telling us that our future clients are making buying decisions differently today, than say 5 years ago and despite the impact of online content and search many consumers still ask their friends and […]
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How to use LinkedIn Groups to build your audience
by Tony Vidler        LinkedIn Groups would have to be one of the easiest ways today for any professional to go about building an audience…or a community of like-minded folk.  And that is what we want our marketing to achieve if we want our business to grow, isn’t it?   It seems that what stops many […]
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