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The 9 Business Building Blocks Which Will Stand the Test Of Time
by Tony Vidler        To create a firm which will last you need the right business building blocks, or the foundations if you like. When it comes to building something to last the ancient civilisations can teach us a thing or two about the building blocks of a business.  Anybody who has had the privilege […]
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The Value of GETTING Good Advice
by Tony Vidler        If you believe in the value of advice, then it makes sense to believe in the value of getting good 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 […]
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The 3 Main Considerations In Practice Development
by Tony Vidler        When it comes to practice development the owner must consider 3 general areas which drive the growth and value of the business, and each of those has some sub-sections. The 3 areas to consider are: Creating the physical Capacity to ‘grow’ volume Developing Capabilities of the professionals within the firm Creating and […]
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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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out-of-business
Some Advisory Firm’s Are “Going Out Of Business” Without Even Realising It
by Tony Vidler        I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it.   For a very long time markets were going well, and commission and fee rates were at the high end of the scale, and there were plenty […]
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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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next-year-planning
Focus On 3 Things To Make Next Year The Best Production Year Ever
by Tony Vidler        There are so many things you COULD plan to work on to improve next year, but what REALLY matters? Maybe having the best production year ever…that would be helpful.   It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly […]
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5 Points Of Competitive Difference In Choosing Product Suppliers
by Tony Vidler        Often it seems there is little difference between product suppliers in financial services, with one fund manager looking similar to other fund managers, and one life insurer offering essentially the same products as other life insurers…how do you decide which product supplier is right to work more closely with? When it […]
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The Strategic Evolution Of Advice Firms
by Tony Vidler        The evolution of advice firms into different service and revenue models is happening already of course, but the majority of financial advisory firms appear to still be trying to figure out what the next evolutionary step might be. There’s a classic cartoon that shows the way forward for those advice firms when […]
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