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financial advisor sales & marketing
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 […]
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How A Few Advisers Get Great Social Media ROI
by Tony Vidler         Why do some advisers seem to do so well and get such great social media ROI while others find it fruitless?  There are financial advisers literally building businesses on the back of social media – it is that powerful for them.  Yet there are hordes of advisers who would suggest that social […]
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If you need more clients then you probably need different skills
by Tony Vidler        Financial advisers who need more clients need to be better marketers than salespeople in todays environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills.   While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]
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Financial Adviser Marketing: Creating Ghost Town’s?
by Tony Vidler        I found this cartoon ages ago and I love it because it so accurately describes a huge marketing mistake that I keep seeing when it comes to financial adviser marketing:   Enormous effort and resource is put into creating wonderful websites, facebook pages and blogs…..then……nothing!   While there is an excellent […]
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Twitter for financial advisors
3 things will get you attention and traction with Twitter.
by Tony Vidler        “How should I use Twitter” is the question which follows the decision to embrace it.  In other words, how do you get Twitter attention and then get traction with a following?   There has been a paradigm shift in recent years as more and more information is available, and on more […]
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