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change-management
Selling “Change” In Your Practice Is a Process
by Tony Vidler        In times of great change, as we are currently facing, there is a prevailing thought amongst most business owners or managers that they are responsible for making the necessary internal changes to deal with all those external changes.  Apart from the risk to the sanity and health of anyone running a practice […]
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key-performance-indicator
Setting The Right KPI’s Drives The Right Results
by Tony Vidler        One of the best management tools anyone has is the Key Performance Indicator – or KPI – as it has the potential to drive the right behaviors that lead to the right results for a practice.  The caveat to that is that the KPI’s must actually be about the right things. […]
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succession-planning
Successful Succession: Lay Out A Career Path
by Tony Vidler        Succession planning is a major issue with an ageing adviser force, many of whom are wondering how to get their decades of accumulated equity out for their own retirement in the next 10 years.  The most popular strategy for making that happen is find somebody who will come into the practice, learn […]
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manage-producers
How to develop your revenue producers
by Tony Vidler        Managing other revenue producers inside your practice is a heck of a challenge, even if you’ve got history as a sales manager.  For many practitioners developing their own practice that experience of building and developing a team – and developing the individual producers within a team – is a venture into […]
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