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The Big Ticks: Top Stories For Professional Advisers This Week
By Tony Vidler CFP CLU ChFC Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, […]
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” held that […]
by Tony Vidler As the year draws to a close and we are nearly embracing the joy of Christmas, I have been reflecting upon what makes Christmas wonderful for so many of us – and what we may be able to take from that and use in the year ahead. What makes Christmas such a […]
By Tony Vidler How does an adviser play it safe when it comes to proving that they have acted in the best interests of the client? There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of […]
by Tony Vidler Should financial advisers care about the public at large? The people who are NOT our clients? Those who don’t pay us anything? Absolutely. When one considers “professionalism”, and the attributes that define a professional, you quickly come to the conclusion that a unique characteristic of the genuine professional is a commitment to […]
by Tony Vidler.One of the great movie lines spoken by the character Dirty Harry was “a man’s got to know his limitations“. A line which always seems to apply to financial advisers. But this doesn’t apply to Olympians does it? I am captivated by the incredible achievements of humans that is demonstrated at the Olympics, […]
by Tony Vidler. Watching how the market regulator manages change in a principles-based regime is revealing, and highlights the difficulty in implementing the principles. That is; the very act of raising questions and seeking submissions from industry provides useful information about the most difficult and dangerous areas for advisers. Yesterday the Financial Markets Authority (FMA) […]
by Tony Vidler. Heaven help us…the financial services sector is apparently getting new jargon! Because we need it. It can only be a matter of time before the new buzzworders suggest we also need new qualifications to qualify for the new buzzword, possibly with a recommendation for new acronyms to describe the new Jargon. In […]
by Tony Vidler. I’d best let you down gently right at the beginning – this is not a gleeful little tale of a single persons interesting life. It is about the possibility of one type of “singledom” for an industry, that can result in more people loving it. With all the change and raising of […]
by Tony Vidler.…that which we call a rose by any other name would smell as sweet. Shakespeare raises an interesting line of thought with that quote: something is called a particular name only because that is what the majority of humans agreed to call it. A rose could just as easily have been called a […]