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Compliant Advice: Here are the only 3 things that matter
by Tony Vidler         Whenever the topic of compliance, or the “advice process”, comes up most advisers see themselves like this: Everyone is throwing everything at you with the sole intention of destroying you, right? As a consequence, compliance is largely considered a burden.  As is usually the way of these things a substantial body […]
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Financial Advisers Problem? Not doing the One Thing.
by Tony Vidler        Advisers have a few problems these days.  The biggest financial adviser problem though is getting prospects to engage with us to begin with. Despite a couple of decades of positioning, developing and improving technical knowledge and qualifications, many financial professionals are struggling to get enough clients to engage in holistic planning. We […]
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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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Why didn’t the client call ME?
by Tony Vidler        “Our clients did business with another adviser and didn’t call us to do it – Why?” How often have I heard this from advisers? Too often. It is possible that they just don’t think you are very good, or maybe they just don’t like you.  Maybe that is why…but then, why […]
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Where should your Professional Development focus be: becoming a Brilliant Technician or an Orchestrator running the show?
by Tony Vidler        Professional development is all the rage…the regulators and the professional associations and training providers in the compliance space are all putting it top of mind continuously.  And virtually all of them have an extremely narrow focus when it comes to the concept of developing a professional. They want to develope brilliant […]
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The 10 Things That Successful Advisers Just Do Better
by Tony Vidler        The most successful advisers just do better at some things than the average advisers…they are not necessarily better advisers. They just do some things better, and that makes them more successful.  Most of those things they do better are not actually about being a better adviser, they are about being better […]
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The Maximum Value Zone Of Service For Advisers
by Tony Vidler        For many professional services firms delivering value from actively lifting service levels is a means of differentiation, while also creating maximum value for the practice.  Improving profitability through service differentiation is good for the practice of course, however it is not a sustainable differentiator in itself which then threatens future profitability. […]
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Just a little different is enough to stand out
by Tony Vidler        In order to be different, and stand out in a positive way in a crowded and noisy marketplace, it pays to do things a little differently to your key competitors.  But just “A little differently” doesn’t mean you have to be radical. The first step in working out how and where to […]
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How to do client video testimonials the right way!
by Tony Vidler        Testimonials are good for business – but we all know that, right? Video testimonials are even better for business – and not everyone has got THAT yet. Being able to see the body language, and hear the inflections in a clients voice as they talk about their positive experience, are far […]
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If you have no better way to market yourself, there is this…
by Tony Vidler        When all else fails and you are at a loss to market yourself effectively the easiest marketing path is to sell “convenience”. One thing you can count on is that there will be a significant proportion of the market place that values convenience above all else.  We all know, because we […]
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