financial advice


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Is it just a bad day?
by Tony Vidler How can you tell if you are just having a bad day on the job, or whether it is time to move on from the job completely? There’s no escaping the fact that even in great jobs that we love, there are days where things just don’t go the way you want.  […]
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the key to successful professional networking
Creating a Win-Win is the key to successful networking
by Tony Vidler        The key to successful professional networking is as simple as creating a win-win…everyone know that.   Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful at creating long-term professional networking circles that continually deliver the right type of prospects though. […]
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5 Steps to Playing It Safe
By Tony Vidler   How does an adviser play it safe when it comes to proving that they have acted in the best interests of the client? There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of […]
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Consider the context!
by Tony Vidler. Watching how the market regulator manages change in a principles-based regime is revealing, and highlights the difficulty in implementing the principles. That is; the very act of raising questions and seeking submissions from industry provides useful information about the most difficult and dangerous areas for advisers. Yesterday the Financial Markets Authority (FMA) […]
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The good life or financial freedom?
 by Tony Vidler. The Financial Services Council (FSC) has just issued issued a statement summarising some recommendations they were making regarding national retirement savings, following research it had conducted in New Zealand. The link to the full report is at the end of this article. The report is extremely interesting, though missed the mark in […]
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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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Financial advice less beneficial than prostitution?
 by Tony Vidler. The latest financial services regulation development in New Zealand has an interesting twist. One has an immediate sense that somehow financial advisers have just swapped places with the prostitution business. By that I do not suggest that now financial advisers are trading in sexual favours of course, or that sex-workers are offering […]
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Underwrite at proposal time, or claim time?
 by Tony Vidler. When does your client want to have the drama with their insurance company? At underwriting time, or at claim time?   An confusing facet of the life & personal risk insurance business is the perception that some companies are easier to do business with than others due to underwriting processes….and while that […]
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5 Marketing "places to be"
 by Tony Vidler. Free marketing always appeals, and it is often said that “any publicity is good publicity”? That’s an exaggeration of course as not all publicity is actually good – some can cripple a business or brand. However, any publicity (or marketing) that is free AND where you can control the content has to […]
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single professional body for financial advice
Single would be fantastic!
 by Tony Vidler. I’d best let you down gently right at the beginning – this is not a gleeful little tale of a single persons interesting life. It is about the possibility of one type of “singledom” for an industry, that can result in more people loving it. With all the change and raising of […]
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