Strategic Issues Archives - Page 13 of 15

Knowing Your Professional Purpose Is Your Game Changer

by Tony Vidler All the regulatory change has many advisers seriously thinking about how to position for the future, and how to lift performance in a time of squeezed practice margins. Many are stuck in their existing paradigm of doing business though, and struggle to accept things like remuneration models changing rapidly, long term shifts […]

Becoming Elite Comes From Being Just 1% Better

by Tony Vidler Becoming an elite adviser, or building an elite practice doesn’t come about by chance. It takes graft and grit…and help. Building a great business is rarely the result of a single champion taking on the world. The champion business owner is usually the captain of a team that has taken on the […]

Eliminate tyre kickers, and value your expertise

by Tony Vidler Being properly valued for your expertise and eliminating the time-wasting tyre-kickers is an ongoing problem for most financial advisers. That is even more true for those making the transition from purely commission-based remuneration to generating fee-paying work where they are charging for that time or expertise. Managing the remuneration transition whilst also […]

The Power Of A Vision: Because your future has to start somewhere.

by Tony Vidler Vision is the thing that initially drives all progress. Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget the power of one mans vision: “I have a dream….”? His vision of how the world could be. Should be. […]

Change Is The New Normal For Financial Advisers

by Tony Vidler Financial Advice is not going through some changes; constant change is the new normal. Whatever regulatory stuff you are going through now in your particular jurisdiction will not be an end to it. It will be ongoing. More importantly though, regulatory change is not the BIG change which will become the constant […]

The 3 Keys To Attracting Your Successors – and keeping the talent

by Tony Vidler It is one thing to atract talent to your firm, it is quite another to attract successors with the right talent though. Many financial advisory firms see the need to create leverage and handle their own succession issues through recruiting new advisory talent but struggle to do it successfully. The main […]

How to balance client time with practice development

by Tony Vidler A genuine challenge for advice firms right now is balancing client time as well as do all the work necessary to lift standards and improve business systems. There are after all only so many hours in a day, but then there are deadlines for when new standards and rules have to be […]

What’s The Plan To Thrive Amidst All This Change?

by Tony Vidler Is there a cunning plan for your practice to thrive amidst the changes coming at the financial advice sector from all directions? What is the plan then? What is the strategy? Those 2 questions might look like the same question, but they are not quite. The cunning idea, or the strategy, is […]

Grow Great People If You Want To Grow A Great Business

by Tony Vidler It is terribly simplified of course, but if you want to grow a great business then you need to grow some great people at some point in the process. If we want to learn how to grow great people then it seems a good idea to think about how the people who […]

Professional Practice Evolution: What Separates Modern Professionals From The Past?

by Tony Vidler There are lessons to be learned from the evolution of the modern professional practice for those who are not there yet. There is also no doubt that a number of financial advisers and practices are still evolving, or yet to begin the journey if they are to avoid being rendered redundant. When […]

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