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Advisers Have To Be Effective AND Efficient Now
by Tony Vidler        Which is more important when running an advice business: being effective, or being efficient? You chose Effective? Wrong. You chose Efficient?  Wrong. The correct answer is that you have to balance both.   In days gone by plenty of people in financial services could build a business just be being effective, regardless […]
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Top Time Management Tip: Take Time Off…
by Tony Vidler        A quick Google search on Time Management books threw up 714,000,000 results…so there is no shortage of information out there for busy professionals looking to organise their work, and themselves, better.   No matter how many books you read or conference presenters you listen to, the struggle remains the same….too much […]
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How to create a MORE effective client report
by Tony Vidler        The typical financial planning report or statement of advice produced for clients is ineffective.   Being effective means getting the key points across as quickly and as simply as possible, so that the reader understands them, and is then able to make decisions relatively quickly and easily.  It will engage, motivate and […]
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Get efficient if you want to be most effective!
the real question which should be asked is which comes first? Being effective? or, Being Efficient? because you do need to be both...but one comes before the other...
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