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If Your Advisory Practice Survives, Heed This Lesson
by Tony Vidler        One lesson each financial advisory practice should take from 2020 already is this: YOUR cashflow and emergency reserves are your lifeblood.  That’s the same advice you give clients huh? For advice firms though, reliance upon short term new sales results or new client acquisition is deadly….irregular cashflow is the business equivalent […]
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customer service pays for financial advisors
Professional Service: There’s extra money going the extra mile
by Tony Vidler         Often professionals forget how valuable the service bit is in a “professional service” business. Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has a standing process for going the extra […]
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Becoming Elite Comes From Being Just 1% Better
by Tony Vidler        Becoming an elite adviser, or building an elite practice doesn’t come about by chance.  It takes graft and grit…and help. Building a great business is rarely the result of a single champion taking on the world.  The champion business owner is usually the captain of a team that has taken on the […]
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