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Cyborgs are the future for Advisers
by Tony Vidler Becoming cyborgs is the way to go for financial advisers…blending robotics and humans into one organism. You see, I am convinced that robo-advice models will succeed and prosper. I am also convinced that human advisers will succeed and prosper. I am further convinced that some of each will fail […]
by Tony Vidler It is logical to do a bit of client segmentation so that you can figure out what levels of service can be offered to which clients profitably. The funny thing is that most of the time it is the “profitably” part that gets lost in the client categorisation process…. While […]
by Tony Vidler Just one question should be dominating practitioners minds at this stage of the year: How will next year be better? HOW is the critical word here. Professionals are great at setting goals and targets. They are great at analysing and doing the numbers that tell them what activity at the […]
The 4 Key Levers That Create Great Capital Value For A Firm
by Tony Vidler Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical part of their own financial independence. Building a profitable business is obviously essential, and it is a more valuable profitable […]
by Tony Vidler It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”. What is a personal service is not necessarily the same as a personalised service, and what is personal to one client may not be deemed as a personal service to another. So […]
An advisers engagement process might look something like this…
by Tony Vidler It is a rarity for a new customer to walk in off the street and just decide to buy some insurance or an investment product or a bit of planning from you, right? That probably hasn’t happened for 10 years (if ever!). So how do they decide to buy […]
To Friend or Not-Friend With Clients on Social Media? Well, are you a Burkini or a Naturist?
by Tony Vidler Connecting with clients on social media can lead to genuine friendships and closer relationships, which equals greater lifetime value of the client, right? But then….it can kill professional client relationships too. So what is the right thing to do when it comes to befriending clients on social channels? Friend, or […]
by Tony Vidler It is hard work perhaps but creating a strategic alliance is one of the smartest business building moves a practice can make. Perhaps it is because it is not an easy or quick thing to do that so many professional services businesses never do it, but those that do reap the […]
by Tony Vidler Robo’s are a threat to advice businesses in much the same way that a chilly bin is a threat to the sale of refrigerators. Many advice businesses, and quite a few institutions it seems, appear to believe that automation is the devil that will kill financial advice, and it should […]
By Tony Vidler, CFP CLU ChFC I’m calling it: Soft dollars for financial advisers as we know them today is officially “terminally ill”. Their death is not quite guaranteed, but the odds are very high that they shall die soon’ish… But I personally think they will die far faster than most expect. And thank God […]