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Targeting The Affluent: 3 Strategic Issues You HAVE To Get To Grips With
by Tony Vidler The nirvana for most professionals is to work only with affluent, and acquiescent, clients.  The challenge in doing so is that the affluent will inevitably become more difficult to get in front of personally. They will become less acquiescent.   As with the famous line from Jurassic Park – “life will find […]
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The 1 Thing You Need To Actually Make Your Strategy Work For You
by Tony Vidler        For most professional services firms today the Number 1 strategic challenge is determining what the the right strategy for the firm actually is.   It would easily be THE single thing that firms I talk to are wrestling with, and it is understandable to a large degree.  Changing remuneration and business models, […]
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Your Output Problem Is Usually Really An Input Problem
by Tony Vidler I like processes.  Financial advisers should like them too.   Why?   Processes produce predictable performance.  That is the entire point of them isn’t it?   A process is created in order to ensure that (as far as is possible in our crazy old world) a known outcome will be achieved when […]
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In Process there is Profit! (But you DO have to herd some cats to get there)
by Tony Vidler        The great news for anybody actually reading this post is that the headline already turned a bunch of your competitors off.   That word “process” is just deadly for so many advisers today that too many won’t have bothered reading beyond the word.   It has become associated simply with compliance, […]
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No Excuses: you need to be using video with email
by Tony Vidler        If you aren’t emailing video’s to clients and prospects yet, why aren’t you?   It seems an odd thing with everyone having smart phones that can take high quality video’s on the spot, and with everyone also drafting and sending perhaps a 100 emails a day, but it is still relatively […]
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Sweat the small stuff: it is what we CAN control!
by Tony Vidler        One of the most brilliant strategies I remember ever hearing was the “Broken Windows” concept, which was used in New York as a method of creating safer public transport to begin with, but rapidly gained traction elsewhere.   The concept was a brilliantly simple one: focus resources on the easy wins initially, […]
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Managing the cost of financial advice conversation
Cost is not just Price: Put Adviser fees into perspective
by Tony Vidler        A stumbling block for many professionals with their clients is the “cost discussion”, and it is a stumbling block because more often than not the entire conversation revolves around just one of the cost components.   All too often the cost of financial advice centres upon just the price…and there is […]
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creating a company culture
How to create the culture you WANT in your business
by Tony Vidler        As financial adviser businesses evolve from pure personal services that are entirely dependent on the relationship management abilities of an individual adviser, and they move towards becoming corporate entities  that have a life beyond that of the founder, the culture of the organization becomes critical to its success. Despite the importance […]
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