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Gaining Insights From Listening To Customers
by Tony Vidler        Buying a “bread making machine” provided fantastic insight into the value of “listening”.  Specifically, how listening to customers leads to innovation which in turn can lead to decades of prosperity for a business.   The particular brand of bread-maker that was deemed absolutely essential to our household is made by an […]
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Sales Activity Can Be Gamified
by Tony Vidler        some things are timeless simply because they have stood the test of time, and focusing upon sales activity is one of them.  “Sales activity” as a concept is probably abhorrent to many professionals today, but it is simply about managing the inputs which provide the outputs that your business wants.   […]
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Outsourcing: Can that “expert” actually walk the talk?
by Tony Vidler        They say that the easiest people to sell to are the people who sell for a living, and there is a bit of truth to that.   Who the advisers turn to for advice in their business affairs often astounds me.  Nowhere is this more true than when it comes to […]
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5 Questions to Align Adviser AND Employer Interests
by Tony Vidler        A key to success for an advisory firm hiring other advisers is getting each parties interests aligned.  That is, getting the behaviour you want as an employer while ensuring that the new adviser is most likely to be getting the outcomes they want too.   There is a fundamental principle of […]
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Did You Do A Good Days’ Work?
by Tony Vidler        With all the report writing and problem solving it is often difficult to feel like you did a good days’ work…you were busy for sure, but was it a good days’ work?  Or was it just being busy on “stuff”?   There is a simple test for any professional feeling buried […]
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The 6 Steps Of Succession Planning
by Tony Vidler        Unless you plan to work to the grave all practice owners need to be thinking “succession planning” at some point – preferably as early as possible.  Maybe right even from the beginning of your practice.   Succession planning is simply about working out how to exit the business at your preferred […]
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How to work out who to keep on your team
by Tony Vidler        One of the toughest areas of practice management is building the right team around you.  So it is best to begin with an unpalatable truth: It is inevitable that at some point you will get team selections wrong.  You will get hiring decisions wrong….and sometimes firing decisions wrong too.   More […]
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sales skills for financial advice
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, […]
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If you have repeated problems, you need a process!
by Tony Vidler        For financial advisory firms the word “process” has become synonymous with “best practice advice”, but good process is so much more than just a compliant and well-documented series of advice documents.   Process is what builds franchise businesses.  Process is what creates turnkey operations that are highly valued by prospective purchasers. […]
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The Number 1 Thing To Get From Coaching
by Tony Vidler        It is a peculiar thing…most of us recognize the difference that good coaching – or poor coaching – can make to any athlete or sports teams performance.  In fact most of us have often held quite passionate views about the merits of coaches…Very few professionals however seem to make the link […]
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