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New Thinking In Professional Development For Financial Advisers
by Tony Vidler        One of the positive changes for financial advisers in this part of the world in the last year was a broadening of what can be considered Continuing Professional Development (CPD). Now, instead of solely focussing upon technical learning, we are entering a regime where advisers have to map out their own […]
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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 […]
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Being clear about what matters most actually matters most
by Tony Vidler        Sometimes contracts just don’t provide clarity for the people who work for you. And Being clear about what matters for them, matters more than just about anything else when it comes to getting the best from your people.   When you are running a professional services business there is one thing […]
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Which would you rather be: a Brilliant Technician, and bored, or the Orchestrator running the show?
by Tony Vidler        Professional development is all the rage…the regulators and the professional associations and training providers in the compliance space are all putting it top of mind continuously.  And virtually all of them have an extremely narrow focus when it comes to the concept of developing a professional.   Virtually no emphasis upon […]
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New Adviser Hires: getting the relationship right
by Tony Vidler        One of the most common options for leveraging your professional practice is to hire more advisory personnel, however it is often a path to frustration and disappointment for business owners because it simply has not been thought through.   Everyone begins with great intent: the owner really does want new hires […]
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5 Questions to Align Adviser AND Employer Interests
by Tony Vidler        A key to success for an advisory firm hiring other advisers is getting each parties interests aligned.  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 is a fundamental principle of […]
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