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Financial Advice: You CAN Be Compliant Without Being Dull
by Tony Vidler        The Annual Review process for financial advice clients is often seen as a rather hum-drum thing by the clients themselves, and getting them to engage in it can be a real challenge for advisers.   It doesn’t have to be of course. With a little imagination it can be positioned as […]
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The Danger Of Promoting A Competent Adviser
by Tony Vidler        In any organisation a person tends to rise to their level of incompetence.   This is just as true for the self employed Principal of a professional services firm as it is for the staff member in a large corporate.  Actually, I believe that it is THE reason why so many […]
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Managing the cost of financial advice conversation
Cost is not just Price: Put Adviser fees into perspective
by Tony Vidler        A stumbling block for many professionals with their clients is the “cost discussion”, and it is a stumbling block because more often than not the entire conversation revolves around just one of the cost components.   All too often the cost of financial advice centres upon just the price…and there is […]
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