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The Strategic Approach To Practice Development
by Tony Vidler        For any professional services business to realise it’s full potential the owner must take a strategic approach to the development of the practice.  In doing so there are 3 general areas of the firm which drive growth and value of the business, and each of those has some sub-sections.   The […]
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How High Growth Firms Become Above Average
by Tony Vidler        A constant question from average professional services firms is “how do high growth firms do it differently?” It is certainly a question worth asking, as the performance difference is often dramatic. There are many things that high growth firms do differently and better than the market average of course, not least […]
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Get other businesses to get you new business
by Tony Vidler        In the perpetual search for new ways to get new clients many professional service firms overlook a really obvious, and incredibly lucrative, way of getting new business.   That is getting other businesses to send their new clients to you.  Unlike Center-Of-Influence (COI) marketing where an individual directs individual potential new […]
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sales skills for financial advice
The missing ingredient in professional development: SKILLS
by Tony Vidler        We are awash with recommendations on how to “improve the advice business”.  Regulators, politicians, consumer groups, product manufacturers…competing business models that look to bypass advice entirely….all of them are making a lot of noise about how advice delivery can be improved.   Much of what they say has merit of course, […]
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How To Crack The Content Creation Conundrum
by Tony Vidler        Content Creation appears to be the Number 1 barrier for professionals wanting to use digital marketing tactics.  Inevitably I seem to hear   “……Yeah, I think social media would be useful….but I have nothing to write about and nothing to say….”   Creating content is an issue.  Just as big an […]
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Are You AND Your People Clear About What YOU Want?
by Tony Vidler        Pretty much everyone running a business hates having to come up with job descriptions for their staff. A statement which may have been correct at a moment in time to describe a role, and the role is subject to constant change…they are pretty much a waste of time as means of […]
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Where to begin with social media marketing?
by Tony Vidler        As professional advisers are more often than not still contemplating how to use social media as part of their overall marketing and client communication strategies 3 huge questions dominate their thinking: 1.  Which social media platform should I use? 2.  What should I post or publish? 3.  How often should I […]
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buying a financial planning business
What you need to know if you’re going to buy to grow
by Tony Vidler        As many advice businesses reach maturity it is common to consider whether they should “buy to grow”.  Should they buy another practice, or more commonly, should just buy a book of business from another practice.     The typical reasons suggested for wanting to grow through acquisition are: 1.  Get new […]
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clients-you-don't-want
Some customers you probably don’t want
by Tony Vidler        Fact: some customers you just don’t want.  Most of us would agree that we should contribute to the greater good of society, and engage in pro bono work to help some of those who can’t afford us, but we are are running commercial enterprises.   Not all customers are good customers […]
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The 6 Necessities of Modern Marketing for Financial Advisers
by Tony Vidler        I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods.  For years –  decades perhaps –  they have been able to keep a constant source of prospective future clients coming through the front doors, yet for most this is now a […]
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