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Time Management Problem? Try Planning Your "Perfect Week" To Begin With…
by Tony Vidler        Why is time management such an issue for professionals when they are good at planning? We can take it as a given that financial advisers and financial planners are good at planning generally.  And they are very good at operational planning, which is that stuff that often gets referred to as […]
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Your Reputation IS Your Personal Brand – and it is what matters most
by Tony Vidler        For most advisers the only brand that truly matters is, or should be, their personal brand.  Not the corporate brand, or licensees brand, or dealer group or avourite financial insititutions…YOUR brand.  And when it comes to your personal brand, reputation is everything really.   A lot of professionals get their branding […]
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This is how Professional Services marketing has changed
by Tony Vidler        This is how much professional services marketing has changed in just the last few years…the head of a national real estate firm which settles 14,000 deals a year explained the marketing process and how they achieve their results.  Here it is: Over 95% of all new customer enquiries now begin online. 100% of […]
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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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Why not have everyone as "A" Clients?
by Tony Vidler        A Clients are just your best ones, right? Why?   The concept of segmenting clients into different categories is driven by the desire to introduce efficiency into a practice while recognising that not all clients are of equal commercial value to the firm.  It is also a way of recognising that not […]
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The "service" bit in your service business just might be the best ROI
by Tony Vidler        The standout burning issue for most professional services firms remains attracting and developing new business, and advisers have a lot of distractions.  The thing that is often compromised is existing client service as advisers deal with all the change and try to remain commercially viable.   Yet, the most valuable investment […]
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6 Things Banks Taught Us About Building A Super Profitable Business
by Tony Vidler         It seems obvious, yet somehow it isn’t.  The more you know about your customers the more business you can do with them.  Can.  Not “will do with them”….but “can”.   Market and customer intelligence provides potential business opportunities – if you are able to act upon it.   Take a tip […]
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The Value of GETTING Good Advice
by Tony Vidler        If you believe in the value of advice, then it makes sense to believe in the value of getting advice for yourself – or rather, for your business. Nearly every small business can benefit from having a robust governance structure providing strategic input (and insight), additional skills, accountability and excellent risk […]
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educate your prospects to convert them into customers
You Can Become A Trusted Brand Before Clients Even Meet You
by Tony Vidler        For any individual adviser becoming “the trusted brand” in your target markets mind has to be the main marketing goal.  The importance of great engagement with prospective customers cannot be over-emphasised here…it is THE fundamental shift in effective marketing techniques over the last decade because it is the solution to the fundamental […]
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