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Outsourcing: Can that “expert” actually walk the talk?
by Tony Vidler        They say that the easiest people to sell to are the people who sell for a living, and there is a bit of truth to that.   Who the advisers turn to for advice in their business affairs often astounds me.  Nowhere is this more true than when it comes to […]
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Why Professionals struggle to get referrals consistently
by Tony Vidler        Getting referrals consistently is how many great advice businesses achieve systematic growth.  “Consistently” is the key word that should be linked to “growth” here…and some research a little while ago in Australia highlighted why so many firms struggle with this.   It is because they are not systematic in their approach […]
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keep it simple
Great Advisers Stay Simple
by Tony Vidler        One of my favourite quotes of all time is by Einstein: “If you cannot explain it simply then you do not understand it well enough” and nowhere is this more true than in providing advice in complex areas. Great advisers stay simple when handling complex matters.   It is not easy […]
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financial advisor
Be Your Client’s Consigliere
by Tony Vidler        Which is the more effective style for a financial adviser to adopt: 1. The Expert          OR 2. The Counselor     It is a question many struggle with, and the ideal position is actually: “be either depending on what is required”   This choice is not really […]
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The Professional’s Branding Challenge: how to look different while blending in (& why it matters)
by Tony Vidler        When it comes to creating a personal brand as a professional, the irony is we have to look different – while blending in and looking the same. One cannot afford to look any less professional than your peers or competitors.  So to a large degree degree there is a market expectation […]
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goldmine-in-practice
How Big Is The Goldmine WITHIN An Advisers’ Practice?
by Tony Vidler        Just how much opportunity is sitting inside the typical adviser practice?  How much new business is waiting inside that existing database?   It Is Usually A Goldmine.   A report from a couple of  years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]
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creating customer convenience
The Professional Services Firm Model Of The Future Is Possibly A “Fast Food Alley”
by Tony Vidler        Ever noticed how the fast food stores tend to cluster together as some sort of “fast food alley”? Have you ever wondered why? There is a “convenience” element for the typical customer of course, however there is a more important reason – which might just be a useful lesson for professionals […]
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Learning to work LinkedIN
20 Lessons in the evolution of a LinkedIn user
by Tony Vidler Back in the beginning of my personal social media evolution, about 3 years ago, a friend sent me a LinkedIn connection request…and I had no idea what LinkedIn was, or why I should bother using it. So being a brilliant technology user, I rang him to find out why he had sent […]
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Financial Adviser dinosaurs
The Financial Adviser Dinosaur: Not yet extinct
by Tony Vidler         Despite all the changes in financial services over recent years the “Financial Adviser Dinosaur” is far from extinct. Bear in mind that pretty much everything I know about dinosaurs has been learned from watching all the Jurassic Park movies – twice, so I am a bit of an authority on them. […]
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