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The New Paradigm of Professional Services Marketing
by Tony Vidler        There has been a significant paradigm shift in how professional services marketing and sales functions interact.   A fundamental change to how we understand and use the knoweldge of the consumers emotional buying cycle has already happened.   The traditional view of “marketing generating leads” and then “sales converting leads into customers” […]
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The Financial Advisory World Has Changed…For Good.
by Tony Vidler         Well there is no way now that we can think the financial advisory world will stay the same.  It has been signalling dramatic change for a few years, but the changes are now escalating at an even more dramatic rate than anyone could have predicted. It feels like it is all […]
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Why Your Advisory Practice Needs 2 Marketing Strategies
by Tony Vidler        When considering advisory practice marketing the primary focus from most advisers is “How much should I spend to get a new client onboard?” While the answer will vary for everyone of course, the typical answer I hear is “maybe a couple of hundred dollars“. It follows that if you want another couple […]
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If Your Advisory Practice Survives, Heed This Lesson
by Tony Vidler        One lesson each financial advisory practice should take from 2020 already is this: YOUR cashflow and emergency reserves are your lifeblood.  That’s the same advice you give clients huh? For advice firms though, reliance upon short term new sales results or new client acquisition is deadly….irregular cashflow is the business equivalent […]
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What You Need To Do To Build An Elite Practice
by Tony Vidler        Not everyone wants to have an elite advisory practice, and that is ok.  Having a good lifestyle business is fine if that’s what you want. Having a great practice is great too. But if you want to have an elite practice then you have to be prepared to pay the price, […]
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Staying The Course: The Importance Of Purpose
by Tony Vidler        Everyone is busy being busy, but what is the point of it all? What is the purpose that drives all the business building activity? Businesses that experience superb growth typically have an owner, or owners, who have clarity of purpose and that purpose sits at the heart of everything they do. […]
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If you need more clients then you probably need different skills
by Tony Vidler        Financial advisers who need more clients need to be better marketers than salespeople in todays environment.  For most that means they probably need new, or more, skills.  Not more technical skills; more commercial skills.   While financial advisers have been figuring out how to get ever-more-compliant and deliver yet-more-paper over the […]
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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 […]
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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 […]
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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 […]
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