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road-ahead-for-advice-business
The uncertain road ahead for an advice business
by Tony Vidler        A constant question for  many advisers, particularly when they’ve been sitting about over a break quietly contemplating the road ahead, is what do they have to do to prepare, or adapt?   Obviously there is enormous uncertainty about what lies ahead for advice businesses; some of it predictable and some of […]
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The Professional’s Branding Challenge: how to look different while blending in (& why it matters)
by Tony Vidler        When it comes to creating a personal brand as a professional, the irony is we have to look different – while blending in and looking the same.   One cannot afford to look any less professional than your peers or competitors.  So to a large degree degree there is a market […]
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client-lifetime-value
What your clients are REALLY worth to you
by Tony Vidler        How much do you really think a good client is worth to you?   Most financial advisers will easily work through the basic formula of the average fee/sale per client multiplied by the number of transactions they have with you each year, and then multiplied by the number of years you expect […]
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free-initial-meeting
Your FREE service is a barrier to getting the right business
by Tony Vidler        Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”. It simply isn’t true, and that in itself prevents the right sort of clients coming your way. The fundamental reason why this just doesn’t cut it with consumers is because they don’t believe it.  […]
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three-dimensional-marketing
3D Marketing: There IS more than one dimension
by Tony Vidler         There is a tendency for those in professional services to see marketing in a single dimension whereas it really is multi-dimensional. Typically marketing is seen as being one of two quite different things – and neither are entirely right in themselves. It is either something “strategic” and broad and slightly fuzzy, […]
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drop-clients
Anchors away! How to work out which clients to drop
by Tony Vidler         More clients is good, right? How many are enough for a typical adviser though? 1,000? 2,000? 200? And then the plan is “drop some clients, and build it back to up whatever the ideal number is/was with better clients.” Let’s begin by challenging a big myth pervading many practices, being that […]
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time-management
How to figure out what you should be working on
by Tony Vidler        Working out what you should really be working on is one of those things that we all know we should do, but for one reason or another other stuff gets in the way.   The other stuff is “other people’s priorities” of course, isn’t it?   We then have a tendency […]
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make-more-mistakes
“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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change-management
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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digital-marketing
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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