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creating a company culture
How to create the Advisory Firm culture that you WANT
by Tony Vidler        New regulatory expectations for financial advisers include defining and articulating their culture.  How does the advisory firm’ culture get defined requires some deep thinking, but then so too does the matter of ensuring that the culture you defined is actually reflected in your firms’ actions. How do you create the culture […]
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importance of frequent contact
The Importance of Frequent Client Contact
by Tony Vidler        Advisers underestimate the importance of frequent client contact  and “Frequent contact” is in itself a phrase that is interpreted differently amongst advisers.   So how often is “frequent”?  How often is often enough?  For a long while the mantra was “be in touch every 90 days”, but that was in a […]
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Is it just a bad day or is it a bad job?
by Tony Vidler        How can you tell if you are just having a bad day on the job, or whether it is time to move on from the job completely?   There’s no escaping the fact that even in great jobs that we love, there are days where things just don’t go the way […]
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Cost is not just Price: Put Adviser fees into perspective
by Tony Vidler        Adviser fees are a cost for sure, and often a stumbling block for many professionals with their clients is this “cost discussion”.  It is a stumbling block because more often than not the entire conversation revolves around just one of the cost components rather than the actual fee rate and the value […]
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action-plan-for-effective-results
The Weekly Action Plan That Produces Consistent Results
by Tony Vidler        Having an action plan for every working week that produces consistent results is a challenge for many professionals.   Part of the challenge is that outside forces place a lot of emphasis upon “doing things right”, but the commercial needs of the firm or individual practitiioner need to be to be […]
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make-more-mistakes
To grow your practice, “Get out and make more mistakes”
by Tony Vidler        You want to grow your practice, right?  Well my first piece of advice may seem odd but it is this: “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 […]
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Fees For Advice: How to get paid every step of the way
by Tony Vidler        If advice is valuable then it should be paid for.  Getting paid fees for advice alone seems to be an issue as Financial Advisers often do not get paid what they should for the difference their advice makes…and more often than not it is the advisers’ fault.   I have been […]
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Build Capacity With Virtual Assistance
Tony Vidler Increasing professional service capacity is a challenge…do you wait until the decrease in service levels is costing you business? Or do you spend money you haven’t made yet to provide service which is not required by the extra clients you don’t have yet?   As a financial planner, what extra roles do you […]
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Sweat the small stuff: it is what we CAN control!
by Tony Vidler        I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we don’t sweat the small stuff we are doing an awful job”.   The small stuff is the very stuff that financial advisers […]
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Financial advisor CRM database
What to consider when selecting a CRM system
by Tony Vidler  One of the thorny issues for financial advisers is finding the right CRM system.   What makes it difficult is the struggle to define what is “right”.  As with most things in business, one should begin the decision making journey with a clear view of what you are trying to achieve.  Begin […]
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