practice profitability

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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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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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practice-management-focus
Focus: The key to work-life balance for advisers
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 […]
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increase-business-value
The 4 Key Levers That Create Great Capital Value For A Firm
by Tony Vidler        Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical part of their own financial independence.   Building a profitable business is obviously essential, and it is a more valuable profitable […]
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sales-marketing-for-financial-advisors
Big Ticks: Best Stories For Professional Advisers 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 are […]
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delivering-profitable-advice
It Is Okay To Be Profitable First
by Tony Vidler        The first rule of business is “be profitable”, and that is a concept which appears to be causing financial advisers especially some real issues.   In any number of countries there is debate driven from government, consumer advocates, regulators and those with a vested interest in improving their own profitability to […]
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