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make-more-mistakes
“Get out and make more mistakes”
by Tony Vidler        My advice to staff and advisers alike may seem odd….”get out and make more mistakes” Dangerous advice!  Reckless even perhaps….   …however it is the best way to grow.   It is also the only way to innovate or to implement anything you’ve imagined as a possibility.  Finding new ways or trying […]
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innovate
Innovate to Differentiate (it CAN be done by professional services firms)
by Tony Vidler        There is a perception that in order to innovate one must receive a flash of inspiration.  A blindingly brilliant epiphany-like moment.   Sometimes that happens.  More often than not innovation is a deliberate process of breaking down and reinventing, or rather, it is about re-imagining.   The process is itself relatively […]
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client-service
Should Advisers Be Selling Coffee Instead Of Client Service?
by Tony Vidler        Do you remember when petrol stations competed on client service?   Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up.  That included the regulars who lived in the area and who had high lifetime value and the out-of-towners cruising through who just […]
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This 1 Thing Could Lose You More Than 50% Of Your Clients
by Tony Vidler        For just about any practitioner to lose 56% of their clients in a year would be a disaster.  It is enough to jeopardise a practice entirely of course, but even in a best case scenario it will hurt horribly, and for quite a long time.   It is a very real […]
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sales-marketing-for-financial-advisors
Big Ticks: Best Stories For Professionals This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
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personal-service
How “personal” should your personal service be?
by Tony Vidler        It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”.  What is a personal service is not necessarily the same as a personalised service, and what is personal to one client may not be deemed as a personal service to another.   So […]
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best-ideas-for-professionals
The Big Ticks: Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
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challenge your thinking
Innovation in Advice: Why does it have to be this way?
by Tony Vidler        “Innovation” and “delivering advice” do not usually go together do they? The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology.  There is safety hiding in the herd, right?   The type of advice delivered by tens of thousands of professionals tends to […]
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