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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 Paralysis from analysis is an achilles heel of professional services it seems, and there is a general need for leaders to be more decisive if they want big wins in business. Indecision is prevalent at the moment, with uncertain political and macroeconomic factors, the opaque nature of ongoing regulatory reform […]
by Tony Vidler Talking recently with some institutional people the topic of differentiating, or competing successfully, in financial services was raised and I suggested that there were just 5 key areas that one must consider competing in. To truly excel and outperform the competition I believe that you need to aim to be […]
by Tony Vidler Focus. It is one of the noticeable differences between those who are successful, and those who are frustrated. The ability to focus on the things that matter that is often what separates them. It is hardly surprising either given that it is definitely harder to be a successful financial adviser […]
by Tony Vidler The million-dollar-question (literally!) is: “How do I go about leveraging a good professional practice into a great commercial enterprise?” Answer: Uber-ise it. The inherent assumption in this question is that one already has a good professional practice, so let’s take that as a given for this discussion. (If […]
How to work with multiple COI’s in the same sector
by Tony Vidler Is it possible to work successfully with multiple COI’s (centre’s of influence) from the same sector? Many professionals would say “no”…or they do to me anyway. The feeling is that if the COI’s are competitors then one has to choose just one to work with. That is partially true – […]
Where are the marketing opportunities to stand out?
by Tony Vidler Finding the right opportunities to build trust and connection with consumers who don’t know you yet, but who are thinking of engaging with someone like you, is the perennial marketing challenge. But where are those opportunities to do it well, and differently, for todays professional? It is helpful to […]
by Tony Vidler Great alliances with other businesses will enhance your marketing and brand and put you in front of more ideal prospects. There is a tendency however for everyone to go after the same sort of alliances, and it is very helpful to look beyond the obvious as there are an enormous number […]
by Tony Vidler Building a profitable practice is is the first objective for practitioners, but building a sustainable profitable practice which has significant capital value is even better isn’t it? Many good practitioners achieve the objective of building a profitable practice easily enough. After all, that is little more than keeping the sales […]
by Tony Vidler We all want to be at the point where the ideal prospects just ring in – preferably continuously. So many incoming calls from ideal prospects in fact that we have to put our fees up just to control the demand. Nirvana! Oftentimes we see senior professionals where that is […]