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robo-advice
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 […]
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big-wins-from-being-decisive
Big Wins Come From Being Decisive
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 […]
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commercial-client-segmentation
Client Segmentation – done commercially!
by Tony Vidler        It is logical to do a bit of client segmentation so that you can figure out what levels of service can be offered to which clients profitably.  The funny thing is that most of the time it is the “profitably” part that gets lost in the client categorisation process….   While […]
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join-work-with-client
How to make joint client work fair
by Tony Vidler        More and more advisers are doing joint work with clients and many still haven’t figured out a way to fairly apportion the responsibilities or revenue for long term success.   Everyone begins with great intent and all focus is on doing the best they can for a client. Often the bulk […]
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sales-marketing-for-financial-advisors
Big Ticks: Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
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adviser-planning
How will next year be better?
by Tony Vidler        Just one question should be dominating practitioners minds at this stage of the year:   How will next year be better? HOW is the critical word here. Professionals are great at setting goals and targets.  They are great at analysing and doing the numbers that tell them what activity at the […]
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