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The 4 Key Levers That Create Great Capital Value For An Advisory Firm
by Tony Vidler Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical part of their own financial independence. Building a profitable business is obviously essential, and it is a more valuable profitable […]
by Tony Vidler Given some of the trends in financial services there must be serious questions about how to accurately value a practice of a financial adviser. The short answer to what is an accurate value of any practice will of course always be “whatever a buyer is willing to pay, and which you […]
by Tony Vidler I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we don’t sweat the small stuff we are doing an awful job”. The small stuff is the very stuff that financial advisers […]
by Tony Vidler That word “process” is just deadly for so many advisers today that too many won’t have bothered reading this far…but process creates profit. But Process IS Profit. “Process” has become associated simply with compliance in delivering financial advice, but process is way more than that. Processes become the IP […]
Adviser Succession: What do buyers of financial practices look for?
by Tony Vidler The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest investment – their practice. Sellers simply do not appear to think too deeply about what buyers will value and pay premium […]
The 4 Actions Needed To Create A Personal Service System That Pays Off
by Tony Vidler An ongoing challenge for any service business is to create “Mass Personalisation”, or something akin to a factory production line that delivers constant quality efficiently, but which still feels personal to the end user. In professional services it is creating and efficient and affordable business system that allow mass actions […]
Actually Using The Pareto Principle To Improve Service And Profit
by Tony Vidler Everyone has heard of Pareto’s Principle by now, but are you actually using it to improve profit…or improve service….or is it actually “improve service to improve profit using Pareto”? It is the latter. Undoubtedly. Improving service leads to greater retention, or longer duration of client engagement & revenue. Improving […]
Advisers Could Get Better Returns On Their Investment
by Tony Vidler It is a little ironic that many professionals in the business of advising people how to get better returns do not do what they should to get a better return on one of their own biggest investments – their business. Many advisers think a successful personal retirement is simply a matter […]
Why Your Advisory Practice Needs 2 Marketing Strategies
by Tony Vidler When considering advisory practice marketing the primary focus from most advisers is “How much should I spend to get a new client onboard?” While the answer will vary for everyone of course, the typical answer I hear is “maybe a couple of hundred dollars“. It follows that if you want another couple […]
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 […]