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Which Clients To Keep; Which Ones To Fire
by Tony Vidler         More clients is good, right? But when you have plenty of clients on the books the question becomes which clients to keep. Or which ones to get rid of.  Actually, advisers should be constantly asking these questions regardless of how big their book of clients actually is.  They are not questions […]
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practice-development-hurdles
The 3 Barriers To Adviser Business Success
by Tony Vidler        There are 3 distinct barriers every adviser must manage in their career if they want business success. I am defining “business success” as having more than a job.   Success therefore is wanting their job to become their business.  Each of the hurdles is a defining point which can see an adviser plateau […]
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invest-in-people
Investing Time In Your People Gives Great Returns
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 time in people.   Everything is else is more pressing and demanding than a practice leaders own people […]
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Business Success Formula For Financial Advisers
by Tony Vidler        Your business success as a financial adviser can be reduced to a fairly simple formula.     There are 3 things that will determine your financial performance, and there are 6 variables that influence those three things.     In this quick video you can find out what they are, how they […]
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Pro Bono Pays In The Long Run
by Tony Vidler        Pro bono is a novel concept for many in an evolving profession – working for free for the public good.  But pro bono pays in the long run in a number of ways for a professional.  It may sound counter-intuitive but giving away your knowledge, skill and time for free is a […]
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Advisers need to get selling
by Tony Vidler   Advisers: Good advice process is not enough. Being technically competent is not enough. You have to get selling. I know that “Sell” is seen as a bit of a diry word these days, but we cannot back away from it. You have to sell if you are going to be effective at […]
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You Need Your Own Tight 5 For Long Term Success
by Tony Vidler        When it comes to building an audience of influencers, advocates, raving fans and interested spectators, it all begins with having your own Tight 5.  If you follow rugby you probably got it straight away, but if you don’t follow rugby then this analogy will seem wierd, so humour me for a moment […]
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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 […]
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