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Replacing Insurance: Right? or Always Wrong?
by Tony Vidler Replacing insurance – or “Churning” as it is often called – is a topic guaranteed to generated heated debate within the industry. At one extreme there are advisers whose entire business seems to exist by churning anything and everything that they can get their hands on…regardless of consequences to the consumer. At […]
by Tony Vidler Which financial adviser is going to be right: the one who charges a fee; the one who is “free”; or; the one charging a commission? Or is it the one who does all of these? Well I suggest that it depends on what you are hoping for and what you […]
by Tony Vidler Another week and another bad adviser horror story in the local press…yet, another week and thousands more consumers work with their good adviser privately and attract no headlines. They just make progress quietly towards their savings or investment goals, or protecting their families, or building financial safety nets, and so it goes […]
Building Your Reputation: Talk About The Elephants In The Room
by Tony Vidler When Accountants struggle to create a universally good reputation for their industry then we are going to have a real battle doing so. If they only get rated as “High” or “Very High” in professional ethics and honesty by half the population then what chance that an Insurance Broker will rank […]
Reward the right behaviour – or it will kill your practice
by Tony Vidler We tend to get the behaviour which we reward repeatedly. Kindergarten teachers know it, so why don’t the leaders of professional services firms know it and use it? Here are a couple of real examples of how this plays out: In one instance it was watching a previously excellent professional […]
Pro Bono work: is there a different professional standard?
by Tony Vidler An odd question perhaps…however I have been questioned on whether pro bono work carries some lesser responsibility on the part of an adviser. My answer: Why would pro bono clients deserve any lesser standards of ethical behaviour, professional competency or application of skill? Furthermore; why would any adviser risk compromising […]
Some Social Security stats:
4/10 elderly Americans would have income below the poverty line w/o SS
Half of senior citizens get at least 50% of their retirement income from SS
1 in 4 seniors receives 90% of their retirement income from SS