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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 […]
Vision: Because your future has to start somewhere.
By Tony Vidler, CFP CLU ChFC Vision is the thing that initially drives all progress. Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget the power of one mans vision: “I have a dream….”? His vision of how the world could be. […]
Robo-Advice is real, and it is here, but there is hope for Advisers!
by Tony Vidler Apparently a high proportion of financial advisers still haven’t heard of “robo-advice”, which is pretty amazing. Of those who have heard of it a fair proportion do not believe that it will have a serious impact upon their business. That is even more amazing to me, although I can see why so […]
Targeting The Affluent: 3 Strategic Issues You HAVE To Get To Grips With
by Tony Vidler The nirvana for most professionals is to work only with affluent, and acquiescent, clients. The challenge in doing so is that the affluent will inevitably become more difficult to get in front of personally. They will become less acquiescent. As with the famous line from Jurassic Park – “life will find […]
The 1 Thing You Need To Actually Make Your Strategy Work For You
A Case In Point: The Difference Clear Strategy Makes In A Practice http://tonyvidler.com/a-case-in-point-the-difference-clear-strategy-makes-in-a-practice/ via @TonyVidler For most professional services firms today the Number 1 strategic challenge is determining what the the right strategy for the firm actually is. It would easily be THE single thing that firms I talk to are wrestling with, and […]
Your Output Problem Is Usually Really An Input Problem
by Tony Vidler I like processes. Financial advisers should like them too. Why? Processes produce predictable performance. That is the entire point of them isn’t it? A process is created in order to ensure that (as far as is possible in our crazy old world) a known outcome will be achieved when […]
by Tony Vidler Building a great business is rarely the result of a single champion taking on the world. The champion business owner is usually the captain of a team that has taken on the world. Of course, for the team to become champions the captain has to have them focussed on doing the […]