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Don’t rush to go “The Extra Mile” in client service just yet…
by Tony Vidler        Go the extra mile and clients will love you, right?   Maybe not.   While I would be the first to say that an area of opportunity for professional services firms to excel in comparison to their competitors is in “providing service”…the answer to getting to more clients on the “satisfied” […]
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New Thinking In Professional Development For Financial Advisers
by Tony Vidler        One of the positive changes for financial advisers in this part of the world in the last year was a broadening of what can be considered Continuing Professional Development (CPD). Now, instead of solely focussing upon technical learning, we are entering a regime where advisers have to map out their own […]
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This Is The Sensible First Step In Taking Charge Of Your Time
by Tony Vidler        Without doubt the most precious resource we have in professional services is our time.  For many practitioners it is all they have to sell, and derive income from.   It follows that when it comes to trying to determine how to improve business efficiency or profitability, or personal earnings, that the allocation […]
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It’s Prime Networking Time!
by Tony Vidler        There are two types of advisers at this time of year: 1.  those who begin finding it tough to close out the game 2.  those who are already started on a new game. Typically in December & January most clients are trying to close out their own business games….get THEIR jobs […]
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How to make your KPI’s actually work!
by Tony Vidler        Looking ahead at the changes you can…no… the changes you WILL make in the next year you have probably begun to zero in on the Key Performance Indicators – the KPI’s.   These are the measures that matter.  They are the ratio’s or milestones that indicate your plan is progressing, and that […]
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You Need Your Own Tight 5 For Long Term Success
by Tony Vidler        When it comes to building an audience of influencers, advocates, raving fans and interested spectators, it all begins with having your own Tight 5.  If you follow rugby you probably got it straight away, but if you don’t follow rugby then this analogy will seem wierd, so humour me for a moment […]
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Time Management Problem? Try Planning Your "Perfect Week" To Begin With…
by Tony Vidler        Why is time management such an issue for professionals when they are good at planning? We can take it as a given that financial advisers and financial planners are good at planning generally.  And they are very good at operational planning, which is that stuff that often gets referred to as […]
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Client Complaints: Fight it, or just Fix It?
by Tony Vidler        Client complaints are a fact of life.  It is virtually impossible to run a service business where everyone is happy 100% of the time, as human beings are involved and they are unpredictable creatures with ever-shifting expectations.  The art of good client complaint handling is knowing when to fight and when to […]
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The Difference That Clear Strategy Makes In A Practice
by Tony Vidler        Having a clear strategy is probably the most misunderstood concept in professional services. The business often has a Vision. A clear picture of what it wants to look like, and what success means to the owners. The business often is excellent at Operational Planning. Perhaps because we are trained as planners […]
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Your Reputation IS Your Personal Brand – and it is what matters most
by Tony Vidler        For most advisers the only brand that truly matters is, or should be, their personal brand.  Not the corporate brand, or licensees brand, or dealer group or avourite financial insititutions…YOUR brand.  And when it comes to your personal brand, reputation is everything really.   A lot of professionals get their branding […]
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