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How to go about creating the RIGHT Strategic Alliance
by Tony Vidler        A good strategic alliance or two can be the thing that makes success for a professional services firm.  It can be a complete game changer.   In fact it is so important to get right that the key to finding and forging the right strategic alliance is thinking strategically to begin […]
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Financial advisor CRM database
What to consider when selecting a CRM system
by Tony Vidler  One of the thorny issues for financial advisers is finding the right CRM system.   What makes it difficult is the struggle to define what is “right”.  As with most things in business, one should begin the decision making journey with a clear view of what you are trying to achieve.  Begin […]
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High Net Worth Clients: The 3 Strategic Issues You HAVE To Get To Grips With
by Tony Vidler        The nirvana for most professionals is to work only with high net worth clients.  The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front of personally.   As with the famous line from Jurassic Park – “life will find a way” – so […]
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The 1 Thing You Need To Actually Make Your Strategy Work For You
by Tony Vidler        For most professional services firms today the strategic challenge of the moment is determining what the right strategy is that will work for the firm rather than making it work. But when you do settle on your strategy you then have to make it work – and that is a separate challenge. […]
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Building A Business: Lessons from Championship Teams
by Tony Vidler        Building a great advice business means building systems and capacity and people which leave as little as possible to chance. It is about building a dependable service and advice delivery system that continually generates sufficient revenue and happy customers, right?  Consistent results from consistent performance equals a great advice business.   […]
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professional development for financial advisors
The problem with Professional Development programs
by Tony Vidler Most training programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s practice…but the real reason why training fails is because it doesn’t address all the necessary components.  In order […]
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In Process there is Profit!
by Tony Vidler        That word “process” is just deadly for so many advisers today that too many won’t have bothered reading this far…but process creates profit. But Process IS Profit.   “Process” has become associated simply with compliance in delivering financial advice, but process is way more than that.   Processes become the IP […]
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Prospecting Tip: Don’t go fishing in the forest
by Tony Vidler        If you are looking for a prospecting tip think about this: 1. Relatively few financial advisers are really pro-active marketers, let alone masters of it. 2. The majority of affluent investors hang around with other affluent folk. 3. The Holy Grail for many financial advice professionals is to attract affluent clients and […]
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How to convert 70% of your opportunities instead of 30%
by Tony Vidler        Imagine the difference to your business if you were able to convert twice as many opportunities.  You spend the same money and effort  but get twice as many sales as a result…it would add a bit to your bottom line wouldn’t it?   The decades old strategy of crunching through the numbers […]
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5 Simple Steps To Audit Yourself
by Tony Vidler        How can an adviser be confident their advice is good before trouble starts?  In other words, how do you audit yourself?   There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of the client, […]
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