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New Ways To Lift The Game With Customers
by Tony Vidler        Have you thought about rolling the dice and asking your customers what they would like you to provide?   In professional services we are often reasonable at surveying our customers for satisfaction and service levels, and asking generic questions about how we can improve in those areas.  More often than not […]
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The Pathway To Professional Greatness
by Tony Vidler        There is a “pathway to greatness as an adviser”…and it’s an evolutionary journey, but one where the adviser largely controls how long it takes to evolve.   The professionals who consistently achieve exponential growth and performance results are superb on at least one of the following: know their clients personal lives incredibly […]
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What Price Is My Practice?
by Tony Vidler        Given some of the trends beginning to take shape in financial services there must be serious questions about how to accurately value an advisory firm.   The short answer to what is an accurate value will of course always be “whatever a buyer is willing to pay, and which you are willing […]
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10 Reasons why an Advisory Practice just stays “practicing”
by Tony Vidler        Finally I’ve worked it out after years of wondering why a “Practice” is called a “Practice”. I think it is because the business is mostly practicing to be a business.  When a “practice” has made it everyone calls it “a firm”.   THE common denominator in a Practice appears to be […]
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How EXCEPTIONAL advisers use their time is not like the average!
by Tony Vidler        Time management is where there is a huge difference between elite advisers and the average advisers. in fact, it is one of the biggest differentiators that help the best performers stand out and excel.   However, the difference isn’t about micro-managing time slots, or about having better time management systems.  It […]
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Which would you rather be: a Brilliant Technician, and bored, or the 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.   Virtually no emphasis upon […]
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New Adviser Hires: getting the relationship right
by Tony Vidler        One of the most common options for leveraging your professional practice is to hire more advisory personnel, however it is often a path to frustration and disappointment for business owners because it simply has not been thought through.   Everyone begins with great intent: the owner really does want new hires […]
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The best way to manage emotional clients
by Tony Vidler        There comes a time for all of us when we find ourselves dealing with a client who is not acting rationally, or logically, and is driven by their emotions. It’s tough to handle isn’t it?   There is every risk that whatever you do will be seen as confrontational, or dismissive […]
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Are you willing to pay the price?
by Tony Vidler        It is always worth drifting and sifting through some classic books during the holidays and one which threw up a core concept which is worth revisiting was The Feldman Method, by Andrew H. Thomson.   Ben Feldman is revered by many as one of the greatest insurance salesman of all time, […]
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Work out where the real money is in your book of business
by Tony Vidler        Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but as clients they are not.   Each client relationship has a commercial value….and a commercial cost.  Each therefore has varying profitability, […]
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