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5 Things You Need To Do Before Buying A Practice
by Tony Vidler Buying a practice or buying another advisers book of business is, or will be, a really hot topic given the dramatic regulatory changes happening and the proportion of existing financial advisers who just don’t want to go through a few more years of change. For manyt advisers buying another practice or […]
Building Your Reputation: Talk About The Elephants In The Room
by Tony Vidler When Accountants struggle to create a universally good reputation for their industry then we are going to have a real battle doing so. If they only get rated as “High” or “Very High” in professional ethics and honesty by half the population then what chance that an Insurance Broker will rank […]
by Tony Vidler The easiest way for advisers who are worried about trying to charge fees for their expertise or time is to sell a service which is not product related at all. This seems daunting to the many financial advisers who have “grown up” in an environment where they were paid by commissions […]
Imagine if we were REALLY 100% honest with clients
by Tony Vidler Total honesty with clients is a wonderful idea….but 100% honesty in all things with clients would kill us commercially. And frankly the consumers, regulators and politicians wouldn’t like it much….despite how much they ask for 100% honesty in all things. Don’t get me wrong: I believe in full transparency and […]
Could Advisers Be DRIVING Revenue To Online Providers?
by Tony Vidler I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business? A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]
THE Business Opportunity for Professional Advisers
by Tony Vidler The typical small business is only doing one of two things: growing, or going…. …and THERE is a fabulous opportunity for today’s professional adviser. Regardless of which research you read there is a constant theme: Small Business Owners have some real issues, and clearly a significant proportion of SME owners […]
by Tony Vidler The typical financial planning report or statement of advice produced for clients is ineffective. Being effective means getting the key points across as quickly and as simply as possible, so that the reader understands them, and is then able to make decisions relatively quickly and easily. It will engage, motivate and […]
Pro Bono work: is there a different professional standard?
by Tony Vidler An odd question perhaps…however I have been questioned on whether pro bono work carries some lesser responsibility on the part of an adviser. My answer: Why would pro bono clients deserve any lesser standards of ethical behaviour, professional competency or application of skill? Furthermore; why would any adviser risk compromising […]
The missing ingredient in professional development: SKILLS
by Tony Vidler We are awash with recommendations on how to “improve the advice business”. Regulators, politicians, consumer groups, product manufacturers…competing business models that look to bypass advice entirely….all of them are making a lot of noise about how advice delivery can be improved. Much of what they say has merit of course, […]
by Tony Vidler One of the most popular articles I have written was a short piece on the necessity for reducing Statements of Advice in size. It seems the message to reduce the complexity – to stop producing documents for a courtroom rather than a client – hit a collective nerve. In […]