Practice Management

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drop-clients
Anchors away! How to work out which clients to drop
by Tony Vidler         More clients is good, right? How many are enough for a typical adviser though? 1,000? 2,000? 200? And then the plan is “drop some clients, and build it back to up whatever the ideal number is/was with better clients.” Let’s begin by challenging a big myth pervading many practices, being that […]
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time-management
How to figure out what you should be working on
by Tony Vidler        Working out what you should really be working on is one of those things that we all know we should do, but for one reason or another other stuff gets in the way.   The other stuff is “other people’s priorities” of course, isn’t it?   We then have a tendency […]
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personalize-engagement
Personalise or Perish
by Tony Vidler        Everyone wants “it” to be about them.   Therein is the answer to “how to make marketing more effective today“…it has to be about them, and more importantly, it has to be personalised TO them.  “Them” of course is whoever it is we are trying to appeal to and get to do […]
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make-more-mistakes
“Get out and make more mistakes”
by Tony Vidler        My advice to staff and advisers alike may seem odd….”get out and make more mistakes” Dangerous advice!  Reckless even perhaps….   …however it is the best way to grow.   It is also the only way to innovate or to implement anything you’ve imagined as a possibility.  Finding new ways or trying […]
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change-management
Selling “Change” In Your Practice Is a Process
by Tony Vidler        In times of great change, as we are currently facing, there is a prevailing thought amongst most business owners or managers that they are responsible for making the necessary internal changes to deal with all those external changes.  Apart from the risk to the sanity and health of anyone running a practice […]
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digital-marketing
Taking Charge Of Our Digital Moments Of Truth
by Tony Vidler        Sooooo much is done via digital engagement today by our clients and prospects that there literally hundreds of “moments of truth” for our practice on a daily basis.  A “moment of truth” is that instant during interaction with our firm when a customers expectations are tested.  The rise of digital interaction means […]
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competitive-strategy
Do you actually have a Strategy?
by Tony Vidler        I get it: coming up with a competitive strategy can be hard.  But it is even harder if you don’t know what “strategy” is to begin with.  And if you don’t what strategy is and haven’t deliberately decided what yours is, then you are destined to bob along in the general stream […]
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key-performance-indicator
Setting The Right KPI’s Drives The Right Results
by Tony Vidler        One of the best management tools anyone has is the Key Performance Indicator – or KPI – as it has the potential to drive the right behaviors that lead to the right results for a practice.  The caveat to that is that the KPI’s must actually be about the right things. […]
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marketing-with-webinar
Marketing Your Expertise Via Webinar
by Tony Vidler        Advisers attend plenty of webinars, but very few seem to use a webinar marketing program themselves for marketing to potential clients, and it is a marvellous opportunity (if done well) to really position your expertise.   Prospects generally have no issue tuning in to watch broadcasts on any number of areas of […]
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achieve-exceptional-growth
What A Practice Needs In Order To Achieve Exceptional Growth
by Tony Vidler        Not everyone wants to have a business which achieves exceptional growth.  Some want a business which just produces a steady income, or a job, and that’s ok.  If on the other hand you aspire to have a high growth firm there are a couple of pretty important strategic decisions to nail.   […]
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