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Pro Bono work: it is still professional advice
by Tony Vidler        Oddly, I was asked whether pro bono work is still considered professional advice, implying immediately that it carried some lesser responsibility on the part of an adviser simply because they were not earning revneue from it. Why would pro bono clients deserve any lesser standards of ethical behaviour, professional competency or […]
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You get the behaviour that you reward
by Tony Vidler        We tend to get the right behaviour when we see it and reward it 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 […]
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Building Your Reputation: Talk About The Elephants In The Room
by Tony Vidler        When Accountants struggle to be highly trusted then financial advisers are going to have a real battle doing so.  If the Accountants only get rated as “Highly trusted”  in professional ethics and honesty by less than half the population then what chance that an Insurance Broker will rank higher in the […]
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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 […]
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Who Does That Adviser Work For?
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 […]
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Are you a GOOD Adviser?
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 […]
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