Strategic Issues

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 303 other followers

sidebar_tony
Facebook: 2831, Twitter: 13744, LinkedIn: 689
definition of vision
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. […]
Read more.
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 […]
Read more.
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 […]
Read more.
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 […]
Read more.
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 […]
Read more.
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 […]
Read more.
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 […]
Read more.
Practice Growth Requires Leadership More Than Management
by Tony Vidler        The most frequent thing I see that prevents great practice growth and holds advisers back from developing their dream business is a lack of vision.   I don’t mean “vision” in the namby-pamby buzz-word sense of having a beautiful set of words on a plaque on a wall that nobody really cares […]
Read more.
The "service" bit in your service business just might be the best ROI
by Tony Vidler        The standout burning issue for most professional services firms remains attracting and developing new business, and advisers have a lot of distractions.  The thing that is often compromised is existing client service as advisers deal with all the change and try to remain commercially viable.   Yet, the most valuable investment […]
Read more.
The 9 Building Blocks of a Business Which Will Stand the Test Of Time
by Tony Vidler        When it comes to building something to last the ancient civilisations can teach us a thing or two.  Anybody who has had the privilege of seeing the Great Pyramids up close will recall how perfectly symmetrical and “in balance” they are from a distance as you approach them.  When you are […]
Read more.