planning Archives - Tony Vidler

How will this year be better?

by Tony Vidler Just one question should be dominating practitioners minds at this stage of the year: How will this year be better? HOW is the critical word here. Advisers are usually great at setting goals and targets. They are great at analysing and doing the numbers that tell them what activity at […]

Focus On 3 Things To Make Next Year The Best Production Year Ever

by Tony Vidler There are so many things you COULD plan to work on to improve next year, but what REALLY matters? Maybe having the best production year ever…that would be helpful. It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly […]

How To Get Paid For Each Piece Of Advice You Give

by Tony Vidler Here’s a simple strategy for getting paid fairly for the advice you give….and I mean getting paid for ALL the advice you give…every step of the way. There are broadly three possible parts to any client work: 1. Planning 2. Implementing, or “putting in place” any planning recommendations 3. Ongoing […]

Focus on what matters most to succeed

by Tony Vidler Focus. It is one of the most noticeable differences between those who are successful, and those who are frustrated. The ability to focus on what matters most is often what separates the two. It is hardly surprising either given that it is definitely harder to be a successful financial adviser […]

The Weekly Action Plan That Produces Consistent Results

by Tony Vidler Having an action plan for every working week that produces consistent results is a challenge for many professionals. Part of the challenge is that outside forces place a lot of emphasis upon “doing things right”, but the commercial needs of the firm or individual practitiioner need to be to be […]

Zero growth is your first revenue target

by Tony Vidler How’s this for an uplifting thought when thinking about the revenue target for your new production year: your first priority in terms of revenue production is to get back to where you are now. That’s right…the first target is to get to “zero growth”. No matter how good you are, and […]

3D Marketing: There IS more than one dimension

by Tony Vidler There is a tendency for those in professional services to see marketing in a single dimension whereas it really is multi-dimensional. Typically marketing is seen as being one of two quite different things – and neither are entirely right in themselves. It is either something “strategic” and broad and slightly fuzzy, […]

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