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Why Advisers Need To Invest In Their Businesses. Now.
by Tony Vidler        Financial advisers really need to invest more into their practices. Now.  More money, more thinking, more strategy….more leverage.  Even those who have been investing probably need to invest more. For decades financial advisers have been able to to operate “lifestyle” businesses.  It has enabled them to largely choose when they will […]
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Selling Change Inside Your Own Practice
by Tony Vidler        External challenges and changes mean we are often selling change – or the need for yet more change – inside our own practices to our own people. And that becomes yet another challenge, as change is frequently resisted.  What practice owners often don’t understand though is what it is that is actually […]
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Generalist or Specialist, You Can Still Achieve Exceptional Growth
by Tony Vidler        Some advisers opt to head down either the generalist or specialist path simply becuase that is what gives them professional satisfaction – and it is not about achieving particular commercial objectives. They work the way they do because they enjoy it.  Not everyone wants to have a business which achieves exceptional growth […]
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“Uber”-ise to transform a good practice into a GREAT business
by Tony Vidler        The million-dollar-question for financial advisers (literally!) is:   “How do I go about leveraging a good professional practice into a great business that is worth heaps?”   Answer: Uber-ise it.   The inherent assumption in this question is that one already has a good professional practice, so let’s take that as […]
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