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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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personal-service
How “personal” should your personal service be?
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 a personal service to another.   So how […]
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big-wins-from-being-decisive
Big Wins Come From Being Decisive
by Tony Vidler        Paralysis from analysis is generally an achilles heel of professional services it seems, and amidst all the change and carnage of financial advice simply being decisive can be a winning difference for practice owners.   Indecision is prevalent at the moment, with the opaque nature of ongoing regulatory reform in many […]
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uber-your-practice
“Uber”-ise to transform a good practice into a GREAT business
by Tony Vidler        The million-dollar-question for financial advisers (literally!) is:   “How do I go about leveraging a good professional practice into a great business that is worth heaps?”   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 […]
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build-strategic-alliance
Looking beyond the obvious for strategic alliance partners
by Tony Vidler        Great alliances with other businesses will enhance your brand and put you in front of  more ideal prospects that you don’t have to find yourself.  That is really the key benefit of having strategic alliance partners.   There is a tendency however for most advisers to go after the same sort […]
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The 1 Thing You Need To Actually Make Your Strategy Work For You
by Tony Vidler        For most professional services firms today the strategic challenge of the moment is determining what the right strategy is that will work for the firm rather than making it work. But when you do settle on your strategy you then have to make it work – and that is a separate challenge. […]
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That Tech Competitor Threat Is Really An Opportunity For Some Advisers
by Tony Vidler        The robo-advice “threat” is an opportunity for entrepreneurial advisers…as is every other direct-to-consumer offering driven by fintechs. The more I think about it the more certain I am that some advisory firms will prosper from it…but I am just as sure that many will “fail” due to the competition.  By “fail” […]
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challenge your thinking
Innovation in delivering Financial Advice: Does it have to be this way?
by Tony Vidler        “Innovation” and “delivering financial advice” do not usually go together for the majority in the industry. The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology.  There is safety hiding in the herd, right?     Then the  type of advice delivered by tens […]
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definition of vision
The Power Of A Vision: Because your future has to start somewhere.
by Tony Vidler        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.     Should be. […]
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What’s The Plan To Thrive Amidst All This Change?
by Tony Vidler        Is there a cunning plan for your practice to thrive amidst the changes coming at the financial advice sector from all directions? What is the plan then? What is the strategy? Those 2 questions might look like the same question, but they are not quite.  The cunning idea, or the strategy, is […]
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