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The 6 Steps Of Succession Planning
by Tony Vidler Unless you plan to work to the grave all practice owners need to be thinking “succession planning” at some point – preferably as early as possible. Maybe right even from the beginning of your practice. Succession planning is simply about working out how to exit the business at your preferred […]
Anchors away! How to work out which clients to drop
by Tony Vidler More clients is good, right? How many are enough for a typical adviser though? 1,000? 2,000? 200? And then the plan is “drop some clients, and build it back to up whatever the ideal number is/was with better clients.” Let’s begin by challenging a big myth pervading many practices, being that […]
The 3 Barriers To Adviser Business Success (& one can be deadly)
by Tony Vidler There are 3 distinct barriers every adviser must manage in their career. Each of them is a defining point which can see the end of the advisory career….but Barrier 3 is where most founders flounder. Barrier 1 is simply getting enough new business and clients to earn a living and survive […]
Great Returns Come From Investing Time In Your People
by Tony Vidler Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to defer is investing that time in their people. Everything is else is more pressing and demanding than a practice leaders […]
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. Advisers: Good advice process is not enough. Being technically competent is not enough. You have to sell. There, we said the dirty word out loud. “Sell”. You have to sell if you are going to be effective at your job as a professional financial adviser. Over the last couple of years there […]