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THE Business Opportunity for Advisers
by Tony Vidler        Businesses are the business opportunity that most advisers just seem to walk past.  Most just don’t seem to do business with businesses…and that is a massive opportunity area. The typical small business is usually doing one of two things: growing, or going…. …and either is a fabulous opportunity for advisers. Regardless […]
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5 Points That Align Interests For The Adviser AND The Firm
by Tony Vidler        A key to success for an advisory firm hiring other advisers is making sure that you align the interests of both parties.  That is, getting the behaviour you want as an employer while ensuring that the new adviser is most likely to be getting the outcomes they want too.   There […]
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What you should expect from good coaching
by Tony Vidler        It is a peculiar thing…most of us recognize the difference that getting good coaching – or poor coaching – can make to any athlete or sports teams performance.  In fact most of us have often held quite passionate views about the merits of coaches…Very few professionals however seem to make the […]
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sales skills for financial advice
The missing ingredient in professional development: SKILLS
by Tony Vidler        We are awash with recommendations on how to “improve the advice business” and enhance professional developement.  Regulators, politicians, consumer groups, product manufacturers…competing business models that look to bypass advice entirely….all of them are making a lot of noise about how advice delivery can be improved and where professionals involved in the […]
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How to work out who to keep on your team
by Tony Vidler        One of the toughest areas of practice management is building your team and keeping the team “right for you”.  So it is best to begin with an unpalatable truth: It is inevitable that at some point you will get team selections wrong.  You will get hiring decisions wrong….and sometimes firing decisions […]
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Why your FREE service is a barrier to getting the right business
by Tony Vidler        Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”.   It simply isn’t true, and that in itself prevents the right sort of clients coming your way. The fundamental reason why this just doesn’t cut it with consumers is because they don’t believe […]
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To Improve Lead Conversion You Need 2 Speeds
by Tony Vidler          Every lead is gold, and ideally every lead would result in conversion to a client.  The conversion rate really is often the difference between getting a good return on your prospecting and marketing efforts, or perhaps getting no return at all.   The short cut to better conversion is often […]
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buying a financial planning business
What you need to know if you buy to grow
by Tony Vidler        As many advice businesses reach maturity it is common to consider whether they should “buy to grow”.  Should they buy another practice, or more commonly, should just buy a book of business from another practice.     The typical reasons suggested for wanting to grow through acquisition are: 1.  Get new […]
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invest-in-people
Investing Time In Your People Gives Great Returns
by Tony Vidler        Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to defer is investing time in people.   Everything is else is more pressing and demanding than a practice leaders own people […]
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center of influence referral marketing
Bring Back The Long Lunch…it will be good for your business!
by Tony Vidler        Tom Peters suggested many years ago that one of the most effective marketing activities a professional could engage in were weekday lunches. 250 of them in fact over the course of the year.     That is perhaps a bit excessive in today’s environment (and for ageing waistlines), but the concept […]
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