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Innovation in delivering Financial Advice: Does it have to be this way?
by Tony Vidler “Innovation” and “delivering financial advice” do not usually go together for the majority in the industry. The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology. There is safety hiding in the herd, right? Then the type of advice delivered by tens […]
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. […]
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 […]
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 […]
by Tony Vidler If you believe in the value of advice, then it makes sense to believe in the value of getting advice for yourself – or rather, for your business. Nearly every small business can benefit from having a robust governance structure providing strategic input (and insight), additional skills, accountability and excellent risk […]
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 […]
by Tony Vidler One of the toughest things for professional services firms to do – especially those that operate in the advice space – is settle on a strategy to guide the decisions in building the business. It is helpful to consider strategy from a very broad perspective to begin with, and settle […]
by Tony Vidler “Innovate or die” said Peter Drucker. Innovation is of course about finding new ways to create value. Have financial advisers been innovating in recent years? Have they been finding new ways to create value? If not, does it mean they are slowly slipping towards their commercial death? Many have […]
Are you just swimming in circles, or do you have a strategy?
by Tony Vidler 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 where you need to compete in the market place. In […]
Focus On 3 Things To Make Next Year The Best Year Ever
by Tony Vidler There are so many things you COULD plan to work on to improve next year, but what REALLY matters? It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly busy working “on” your business to accelerate its growth, but […]