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Focus On 3 Things To Make Next Year The Best Year Ever
by Tony Vidler There are so many things you COULD plan to work on to improve next year, but what REALLY matters? It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly busy working “on” your business to accelerate its growth, but […]
How Big Is The Goldmine WITHIN An Advisers’ Practice?
by Tony Vidler Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It Is Usually A Goldmine. A report from a couple of years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]
by Tony Vidler Knowing and working exclusively in your niche is nirvana for most professionals. Your niche is that absolute sweet spot where what you are fabulous at overlaps with what you love doing, and it is something that other people value and will pay you for. It is not a simple […]
by Tony Vidler The single marketing topic that advisers WANT to know how to absolutely nail it is how to get more referrals. Get this right, and prospecting problems are fixed forever. The theory really isn’t all that hard. Applying it might be, but understanding it isn’t. Pretty much everyone involved in […]
by Tony Vidler Just about every professional says they want to be growing their business….they want fresh ideas; the business satisfaction of solving new problems for new people; they want to do something NEW. When you ask whether they want new business or whether they want new clients, there is usually a delicate […]
by Tony Vidler Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy. Generally there appears to be 5 main reasons that advisers suggest as their reasons for acquisition of another business. They are: 1. Get new […]
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, […]
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 […]
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 […]
by Tony Vidler New rules and regs are coming everywhere you look, and the uncertainty level amongst advisers is just about at an all time high. The most common question in the business that people like myself are being asked is “what should I do?” Get clear about what you want from your business. […]