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Where should your Professional Development focus be: becoming a Brilliant Technician or an Orchestrator running the show?
by Tony Vidler        Professional development is all the rage…the regulators and the professional associations and training providers in the compliance space are all putting it top of mind continuously.  And virtually all of them have an extremely narrow focus when it comes to the concept of developing a professional. They want to develope brilliant […]
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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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coach-your-people-to-grow
How To Coach Your People To Greater Success
by Tony Vidler        One of the best ways to improve results for your firm is to coach your people to greater levels of professional and personal success, rather than merely “managing” them.   There is a huge difference between coaching and managing…and while managing has its place, it is actually only one aspect of […]
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key-performance-indicator
The Right KPI’s Drives The Right Results
by Tony Vidler        If you want the right results in a practice you have to set the right KPI’s  because what you reward determines what behaviour you get, and what behaviour you get is determined by how your people see themselves being measured. One of the best measurement tools any manager can have is […]
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manage-producers
How to develop your revenue producers
by Tony Vidler        Managing other revenue producers inside your practice is a heck of a challenge, even if you’ve got history as a sales manager.  For many practitioners developing their own practice that experience of building and developing a team – and developing the individual producers within a team – is a venture into […]
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make-more-mistakes
To grow your practice, “Get out and make more mistakes”
by Tony Vidler        You want to grow your practice, right?  Well my first piece of advice may seem odd but it is this: “get out and make more mistakes”   Dangerous advice!  Reckless even perhaps….   …however it is the best way to grow.   It is also the only way to innovate or to […]
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Practice Development: The Danger Of Promoting A Competent Adviser
by Tony Vidler        A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in.  In any organisation there is a real risk that a person is encouraged to rise to their level of incompetence.   This is just as true for the self […]
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New Thinking In Professional Development For Financial Advisers
by Tony Vidler        One of the positive changes for financial advisers in this part of the world in the last year was a broadening of what can be considered Continuing Professional Development (CPD). Now, instead of solely focussing upon technical learning, we are entering a regime where advisers have to map out their own […]
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The 3 Keys To Attracting Your Successors – and keeping the talent
by Tony Vidler        It is one thing to atract talent to your firm, it is quite another to attract successors with the right talent though.  Many financial advisory firms see the need to create leverage and handle their own succession issues through recruiting new advisory talent but struggle to do it successfully.   The main […]
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