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happy-client
Creating Happy Clients Is Not Enough
by Tony Vidler        Creating and keeping happy clients IS essential for the success of a professional practice.  There is no question about that.  But is it enough to help a practice grow at a greater than industry average pace?   I don’t believe so.   Being a great practitioner and running an efficient & […]
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client-management
What do you have to change to keep clients?
by Tony Vidler        The first priority for any adviser in tougher times is to keep clients that you currently have, right?  Then you can afford to worry about getting new ones. Changes to financial services are coming thick and fast, and advisers know that clients are rapidly changing in their expectations of service, solutions and […]
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fee-discount
When – and how – To Discount Your Fees
by Tony Vidler        As a general rule I don’t recommend that a professional discount fees as it tends to undermine their entire value proposition whilst also creating a mindset for the client that the adviser is a price-taker rather than the price-setter.   Discounting fees usually moves a professional from being an expert with […]
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self-interest-of-centre-of-influence
Appealing To An Influencers Self Interest For Common Good
by Tony Vidler        Advisers should not overlook the potential to generate more interest with influencers in referring clients by appealing to their self interest.   I am talking about their self-interest in the context of helping them keep their clients in business – not from the perspective of tryin g to simply make more […]
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Creating a Value-Based Pricing Engagement
by Tony Vidler        Amongst all the debate about adviser remuneration there is little being said about value-based pricing and yet it is a concept which is most likely to match the clients perception of value with the professional’s desire to avoid conflicted models or time-based billing. It is simply setting a price based upon […]
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Make your professional designations mean something to clients
by Tony Vidler        Why aren’t more financial advisers using their professional designations and qualifications better? There is no doubt that there has been an increasing proportion of advisers pursuing professional designations, and an increasing number of niche choices in doing so, and there are more advisers with more acronyms than ever before.   Do […]
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advisers-should-use-a-coach
Even Great Advisers Can Use A Coach
by Tony Vidler        Great advisers can use a coach.  Even great advisers running great practices can use a coach.   Pretty bold assertions, right? I mean, after all, we are talking about people who are actually pretty damned good at what they do AND they are good at running the business as well.   […]
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lead-to-manage
Why Your Staff Fail You
by Tony Vidler        It isn’t terribly unusual to find advisers taking on staff and being disappointed reasonably quickly, as the staff fail to deliver quite what the adviser expected or was  hoping for….   So why do your people fail you?   I don’t believe they do usually….I think we fail them.   Let’s […]
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invest-in-people
Investing Time In Your People Gives Great Returns
by Tony Vidler        Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to defer is investing time in people.   Everything is else is more pressing and demanding than a practice leaders own people […]
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professional-process
Professionals Have, And Use, Processes
by Tony Vidler        True professionals don’t just HAVE processes, they have processes they use everywhere in their work. All the time. Professionals are in fact process-driven.   We need to learn from those professions where the outcome of a poor day on the job is literally life or death.  That isn’t generally the case […]
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