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Unremarkable Means You Are Un-Referable
by Tony Vidler        Virtually all professional service firms would love to work on referral business alone, but somehow struggle to even get to the point where they have regular referrals from clients that are unsolicited.  They are simply not referable. The missing ingredient for many service firms is remarkable service, or remarkable value. Customers […]
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THE Business Opportunity for Advisers
by Tony Vidler        Businesses are the business opportunity that most advisers just seem to walk past.  Most just don’t seem to do business with businesses…and that is a massive opportunity area. The typical small business is usually doing one of two things: growing, or going…. …and either is a fabulous opportunity for advisers. Regardless […]
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Business Success Formula For Financial Advisers
by Tony Vidler        Your business success as a financial adviser can be reduced to a fairly simple formula.   There are 3 things that will determine your financial performance, and there are 6 variables that influence those three things.   In this quick video you can find out what they are, how they work together, […]
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The 6 Steps Of Succession Planning
by Tony Vidler        Unless you plan to work to the grave all practice owners need to be thinking “succession planning” at some point – preferably as early as possible.  Maybe right even from the beginning of your practice.   Succession planning is simply about working out how to exit the business at your preferred […]
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Strategic vision for financial advisor
Are you just swimming in circles, or do you have a strategy?
by Tony Vidler        To ensure business success you must have a strategy.  But where do you begin with designing a business strategy?   It isn’t quite as hard as you may think….   First, you need to decide what you want to be known for, which then makes it relatively easy to work out […]
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A Value Creation Model For Advisory Firms
by Tony Vidler        Challenging times test whether we are truly delivering value, and whether we have a good value creation model for the advisory firm.  Is the practice focussed upon the areas where it can improve in its value delivery to clients…does it even know which areas they are?  Where do we need to […]
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What do Life Insurance customers want?
by Tony Vidler        One of the questions that continually vexes professionals is “what do customers want?“ In the life insurance area of financial services the answer is even tougher to find than usual, because insurance for virtually all consumers is an absolute grudge purchase.  When we think about it logically every person who buys […]
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adviser-planning
How will this year be better?
by Tony Vidler        Just one question should be dominating practitioners minds at this stage of the year:   How will this year be better? HOW is the critical word here. Advisers are usually great at setting goals and targets.  They are great at analysing and doing the numbers that tell them what activity at […]
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When it is time for a business name makeover?
by Tony Vidler        Where do you start when it is time to get a makeover for your business?  Change the business name? How do you even know when to think about it seriously?  The “when” is driven by whether your business is growing at the rate you expect, and attracting new clients.  If it […]
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5 Points That Align Interests For The Adviser AND The Firm
by Tony Vidler        A key to success for an advisory firm hiring other advisers is making sure that you align the interests of both parties.  That is, getting the behaviour you want as an employer while ensuring that the new adviser is most likely to be getting the outcomes they want too.   There […]
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