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Big Ticks: The Best Stories For Professionals This Week
by Tony Vidler Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read, as they […]
The powerful marketing tool that you use every day, but hardly use for marketing. But should!
by Tony Vidler The most powerful marketing tool most professionals have is the one they use hundreds of times each day, but which they usually do not do any marketing with. email. Love it or loathe it, we all use it. It is not going away anytime soon, and it is not about […]
Meeting Client Expectations Is In The Clients Interests Too, isn’t it?
by Tony Vidler What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations. In fact, there is a distinct probability that the gap between what professionals call best practice advice and what clients expectations are will continue to widen. […]
by Tony Vidler Asking financial advisers what THEIR risk tolerance is seems odd to many at first glance. However, when contemplating what changes should be made in response to more regulatory reform this is the NEXT question which should be addressed after answering the “what do the new rules say I have to do?” question. […]
The Danger Of A Knee-Jerk Reaction To Regulatory Reform
by Tony Vidler The hot issue for many advisers right now is what they need to do to adjust for incoming regulatory reform…again…and the focus is almost always upon the short term. Knee-jerk reactions become the norm as advisers grapple with the burning questions, such as: What process do I have to change? What […]
by Tony Vidler Today’s professional knows way too much to be used in any given client meeting or engagement. One of the great skills of the super successful professionals in fact is figuring out what stuff they know which is not useful to any particular client, and then not using it. That shouldn’t […]
by Tony Vidler I support a compliance focus 100% ….but I support a client focus 100% too. All too often it is impossible to achieve 100% for both simultaneously though. Where does a professional compromise? Or does one not compromise? I think this picture captures the challenge of delivering compliant “best […]