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e-advisor-technology
The Rise & Rise Of The e-Adviser
by Tony Vidler        There appears to be research from larger markets such as the USA to suggest there is a new type of financial adviser out there, dubbed the “e-Adviser”, who is winning way more business than other advisers are.   An e-Adviser is not a robo-adviser either….thought I would just get that one […]
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robo-advice
The Cyborg Practice: Blending Robos With Advice
by Tony Vidler        Future advice practices will be cyborgs; blending robos with advice.  Robotic product and solution delivery together with humans managing relationships and working on strategy will be the single commercial “organism”.   You see, I am convinced that robo-advice models will succeed and prosper. I am also convinced that human advisers will […]
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happy-client
Creating Happy Clients Is Not Enough
by Tony Vidler        Creating and keeping happy clients IS essential for the success of a professional practice.  There is no question about that.  But is it enough to help a practice grow at a greater than industry average pace?   I don’t believe so.   Being a great practitioner and running an efficient & […]
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