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The 6 Steps To Growing Your People
by Tony Vidler        Introducing leverage into a professional services firm is most often done through adding people, and growing your people leads to growing your firm.   Finding and developing the right people is one of the greatest challenges for professional services firms, and also one of the greatest opportunities it has for creating […]
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practice-technology
Using Practice Technology As A Competitive Advantage
by Tony Vidler        Everyone is looking for a competitive advantage, an edge over the firms offering similar services.  Often those competitors are offering essentially the same services, with the same processes, and the same infrastructure…but…how one implements and uses practice technology is an area that often has untapped potential to provide business advantages.   […]
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adviser-marketing-budget
Is Your Marketing Budget As Big As Your Dream?
by Tony Vidler        Nobody likes a budget – even financial advisers don’t. But a marketing budget for your business is a good budget…it’s an investment in growth.  Even well established advisory firms usually want growth as they usually  want to do more business with higher value and more challenging client cases. For early stage […]
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strategic-thinking
Getting Strategic Clarity Follows The Same Process As Giving Advice
by Tony Vidler        The most important business-building step is having a well-defined strategy, yet strategy is one of the most misunderstood concepts in professional services.  It is an area that many advisory firms struggle with, and frequently find themselves without any clearly defined strategy for how they will achieve their business objectives.  That is […]
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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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The 4 Key Levers That Create Great Capital Value For An Advisory 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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The 3 Elements To Hiring An Adviser Successfully
by Tony Vidler        Hiring an adviser to join the team is one of the biggest (and most expensive) steps that any adviser takes in growing their practice.   It is expensive in financial terms, in time, and most importantly in energy and stress. Getting it right is soooooo hard….and getting it wrong happens so […]
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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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building-a-profitable-practice
Building A Profitable AND Valuable Practice
by Tony Vidler        Building a profitable practice is is the first objective for practitioners, but building a sustainable profitable and valuable practice is even better isn’t it?   Many good practitioners achieve the objective of building a profitable practice easily enough. After all, that is little more than keeping the sales and revenue pumping […]
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