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How to engage clients in a review of financial advice
Your Philosophy MIGHT Be Your Real Point of Difference
by Tony Vidler        Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning.   So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]
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reward-employee
What You Reward Must Be What You Value, right?
by Tony Vidler        Perhaps the greatest challenge for practices wishing to grow their people, profitability and professional standards is determining what you reward.  And that’s about what you value.  What behaviours you reward must be a reflection of what you really value in your business, right?   Why is it that so many firms […]
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differentiate
Dependability: Is it a differentiator?
by Tony Vidler        While talking to a very experienced and successful adviser I asked him what he put his phenomenal success down to.   He said: “I am dependable”. As simple as that…a 40 year record of happy clients and success in financial services is summed up.   He doesn’t claim to be the […]
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creating a company culture
How to create the Advisory Firm culture that you WANT
by Tony Vidler        New regulatory expectations for financial advisers include defining and articulating their culture.  How does the advisory firm’ culture get defined requires some deep thinking, but then so too does the matter of ensuring that the culture you defined is actually reflected in your firms’ actions. How do you create the culture […]
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challenge your thinking
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 […]
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