Practice Management


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“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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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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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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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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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 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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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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Successful Succession: Lay Out A Career Path
by Tony Vidler        Succession planning is a major issue with an ageing adviser force, many of whom are wondering how to get their decades of accumulated equity out for their own retirement in the next 10 years.  The most popular strategy for making that happen is find somebody who will come into the practice, learn […]
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How to develop your revenue producers
by Tony Vidler        Managing other revenue producers inside your practice is a heck of a challenge, even if you’ve got history as a sales manager.  For many practitioners developing their own practice that experience of building and developing a team – and developing the individual producers within a team – is a venture into […]
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The Next Strategic Evolution For Advice Firms
by Tony Vidler        There’s a classic cartoon that shows the way forward for advice firms when it comes to how they must evolve.  It is called “The evolution of an entrepreneur” and even though it is aimed at those starting out, it captures where the advice industry has come from and where it currently sits […]
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