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Why Advisers Need To Invest In Their Businesses. Now.
by Tony Vidler        Financial advisers really need to invest more into their practices. Now.  More money, more thinking, more strategy….more leverage.  Even those who have been investing probably need to invest more. For decades financial advisers have been able to to operate “lifestyle” businesses.  It has enabled them to largely choose when they will […]
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Get clients saving more with the 10/30/60 Rule
by Tony Vidler        One of the biggest issues for advisers is to get clients saving more.  Getting them to do now what will be good for later means deferring instant gratification and the constant  “we wants”, even in countries where compulsory or incentivised retirement savings schemes exist.   A fascinating piece of work for any […]
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A simple way to boost your ROI with your daily emails
by Tony Vidler        Have you thought about the ROI you get on your daily emails?  Probably not, because rarely do we think of the 100 emails we send 1-to-1 daily as “marketing” so we also don’t think of them in terms of the return on investment either.  But we should…in fact it might just be […]
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