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Which would you rather be: a Brilliant Technician, and bored, or the Orchestrator running the show?
by Tony Vidler Professional development is all the rage…the regulators and the professional associations and training providers in the compliance space are all putting it top of mind continuously. And virtually all of them have an extremely narrow focus when it comes to the concept of developing a professional. Virtually no emphasis upon […]
Work out where the real money is in your book of business
by Tony Vidler Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but as clients they are not. Each client relationship has a commercial value….and a commercial cost. Each therefore has varying profitability, […]
Could Advisers Be DRIVING Revenue To Online Providers?
by Tony Vidler I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business? A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]
by Tony Vidler So many advisory firms do not realise their potential, and the top mistakes which hold them back are more often than not nothing to with their ability to be great advisers. They tend to fall into the category of being basic commercial mistakes. So the main mistakes that advice businesses […]
by Tony Vidler For any professional services business to realise it’s full potential the owner must take a strategic approach to the development of the practice. In doing so there are 3 general areas of the firm which drive growth and value of the business, and each of those has some sub-sections. The […]
A Good Financial Adviser MUST Consider Risk Management
by Tony Vidler Financial planners and professional advisers who do not tackle risk management issues thoroughly for clients do the clients a disservice. Perhaps that is a little challenging to some of todays professionals, however too many advisers seem to struggle with positioning risk management in their suite of services to clients. It seems […]
by Tony Vidler Every financial adviser hopes to retire in luxury one day on the proceeds of their business sale. And so they should celebrate and cash in on the decades of building a great business which are usually involved. Years of grind, rejection, self-investment and self-improvement and more than the customary business […]
THE Business Opportunity for Professional Advisers
by Tony Vidler The typical small business is only doing one of two things: growing, or going…. …and THERE is a fabulous opportunity for today’s professional adviser. Regardless of which research you read there is a constant theme: Small Business Owners have some real issues, and clearly a significant proportion of SME owners […]
by Tony Vidler For many professional services firms delivering value from actively lifting service levels is also a means of differentiation from the competition – and it is an excellent strategy that leads to a good business. The zone of maximum potential value for a services firm though is elevated service levels over […]
Value is not Black and White, it is Shades of Grey
by Tony Vidler At the most basic level “Value” can easily be defined: Value is Benefits less Costs. That simple definition doesn’t highlight the enormous range of definitions for “Benefits” though, which is why trying to understand what value is results in everyone seeing a different shade of grey. The range of […]