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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 […]
Getting Strategic Clarity For Your Practice Is Just Like 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 […]
by Tony Vidler Working with a very good adviser recently who has just taken on staff of his own for the first time in his career he asked me if I could get his new people up to speed for him, as they weren’t quite working out as he would like. They were failing […]
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 […]
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 […]
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 […]
by Tony Vidler The million-dollar-question (literally!) is: “How do I go about leveraging a good professional practice into a great commercial enterprise?” 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 a given for this discussion. (If […]
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 […]
by Tony Vidler Hiring another 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 […]
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 […]