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personal-service
How “personal” should your personal service be?
by Tony Vidler        It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”.  What is a personal service is not necessarily the same as a personalised service, and what is personal to one client may not be deemed a personal service to another.   So how […]
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The 4 Key Levers That Create Great Capital Value For An Advisory Firm
by Tony Vidler        Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical part of their own financial independence.   Building a profitable business is obviously essential, and it is a more valuable profitable […]
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How does culture create lasting success?
by Tony Vidler          If you doubt that culture can create lasting success, then consider this: Imagine a sports team (or club if you prefer) that competed continuously for well over 100 years and during that time had a winning record against all comers of over 83%?  The best that every nation on earth can […]
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social-media-friend-request
To Friend or Not-Friend With Clients on Social Media?
by Tony Vidler        Connecting with clients on social media can lead to closer relationships and even genuine friendships , which equals greater lifetime value of the client, right?  But then….it can kill professional client relationships too.   So what is the right thing to do when it comes to befriending clients on social channels; […]
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Your Constant Output Problem Is Usually Really An Input Problem
by Tony Vidler        We like constant output…constant revenue coming in the door is the output we seek right?  Too often financial advice businesses struggle to achieve constant output though…it gets a bit “peak and trough”.   Well…when we have a repeated problem – like inconsistent results – we need a process.   Why?   […]
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Strategic Alliances are Smart Marketing
by Tony Vidler        It is hard work perhaps but creating strategic alliances is one of the smartest business building moves a practice can make.  Perhaps it is because it is not an easy or quick thing to do that so many professional services businesses never do it, but those that do reap the rewards […]
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The Advisory Practice Of The Future: Advisers Should Include Robo’s
by Tony Vidler        Robo’s are a threat to advice businesses in much the same way that a chilly bin is a threat to the sale of refrigerators. Most of us own both and use both, right? The advisory practice of the future will also be embracing multiple ways of delivering what consumers want…sometimes a […]
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What Value Is A Practice?
by Tony Vidler        Given some of the trends in financial services there must be serious questions about how to accurately value a practice of a financial adviser.   The short answer to what is an accurate value of any practice will of course always be “whatever a buyer is willing to pay, and which you […]
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importance of frequent contact
The Importance of Frequent Client Contact
by Tony Vidler        Advisers underestimate the importance of frequent client contact  and “Frequent contact” is in itself a phrase that is interpreted differently amongst advisers.   So how often is “frequent”?  How often is often enough?  For a long while the mantra was “be in touch every 90 days”, but that was in a […]
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Is it just a bad day or is it a bad job?
by Tony Vidler        How can you tell if you are just having a bad day on the job, or whether it is time to move on from the job completely?   There’s no escaping the fact that even in great jobs that we love, there are days where things just don’t go the way […]
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