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How can you be sure your advice passes the test?
by Tony Vidler        The perpetual worry for financial advisers in the often over-regulated environment is “how can I be sure that my advice will pass the test?”   The concern is understandable given that policymakers typically do not understand the difficulty of applying any sort of objective assessment of suitability to professional opinions – which […]
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Grow Great People If You Want To Grow A Great Business
by Tony Vidler        It is terribly simplified of course, but if you want to grow a great business then you need to grow some great people at some point in the process.  If we want to learn how to grow great people then it seems a good idea to think about how the people who […]
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Professional Practice Evolution: What Separates Modern Professionals From The Past?
by Tony Vidler        There are lessons to be learned from the evolution of the modern professional practice for those who are not there yet.  There is also no doubt that a number of financial advisers and practices are still evolving, or yet to begin the journey if they are to avoid being rendered redundant. When […]
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There are 2 big questions before you fire a client.
by Tony Vidler        I encourage you to try this: fire a client. It is liberating, and it moves your thinking and sense of self worth onto a different professional plane.  Pretty much everyone who has been in professional practice for more than a year has at least one or two clients who are just a […]
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Practice Growth Requires Leadership More Than Management
by Tony Vidler        The most frequent thing I see that prevents great practice growth and holds advisers back from developing their dream business is a lack of vision.   I don’t mean “vision” in the namby-pamby buzz-word sense of having a beautiful set of words on a plaque on a wall that nobody really cares […]
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How One Successful Financial Planner Gets New Business (part 2)
by Tony Vidler         Professionals are always interested in what other professionals are doing that leads to new business and becoming more successful.  The constant question is: “What are others doing that are successful for them?”   In a previous post one leading financial planner shared where he gets his new business from, and the […]
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Here is how to explain, and show, your value to a client in 10 seconds
by Tony Vidler        I am a massive fan of drawing little diagrams to explain technical ideas, but they are also a fabulous way of articulating the more nebulous concepts that people struggle to grasp.   One of my favourites is a very simple picture that anyone can scribble on a cocktail napkin in 10 […]
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Different communications are methods needed for different clients
by Tony Vidler         Different people learn and comprehend in different ways, and different sorts of clients need different sorts of communications methods and styles if messaging is to be truly effective.   One size really does not fit all.   A Little while ago LIMRA did some research on preferred methods of communications by […]
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Lead Nurturing: “Me luv you long time” actually pays off
by Tony Vidler        It’s funny how the phrase “me luv you long time” has become iconic while being used as a blatant untruth.  The way it is used in modern pop culture is to highlight precisely the opposite attitude – me no luv you much at all, but me luv your money.  Adopting this […]
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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 […]
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