practice value

SEARCH BY SUBJECT AREA

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 321 other followers

sidebar_tony

Other useful resources

Facebook: 2831, Twitter: 13061, LinkedIn: 689
The 4 Actions Needed To Create A Personal Service System That Pays Off
by Tony Vidler        An ongoing challenge for any service business is to create “Mass Personalisation”, or something akin to a factory production line that delivers constant quality efficiently, but which still feels personal to the end user.   In professional services it is creating and efficient and affordable business system that allow mass actions […]
Read more.
Do you REALLY want to be a Great Adviser?
by Tony Vidler         An adviser told me that they wanted to be “great”…a GREAT adviser.  My immediate thought was would you prefer being considered “great” to having a great business, because you might be able to have both, but then, you might not either.  Then I thought “isn’t it healthier and far more enjoyable to […]
Read more.
That Tech Competitor Threat Is Really An Opportunity For Some Advisers
by Tony Vidler        The robo-advice “threat” is an opportunity for entrepreneurial advisers…as is every other direct-to-consumer offering driven by fintechs. The more I think about it the more certain I am that some advisory firms will prosper from it…but I am just as sure that many will “fail” due to the competition.  By “fail” […]
Read more.
Practice Development: The Danger Of Promoting A Competent Adviser
by Tony Vidler        A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in.  In any organisation there is a real risk that a person is encouraged to rise to their level of incompetence.   This is just as true for the self […]
Read more.
creating customer convenience
The Professional Services Firm Model Of The Future Is Possibly A “Fast Food Alley”
by Tony Vidler        Ever noticed how the fast food stores tend to cluster together as some sort of “fast food alley”? Have you ever wondered why? There is a “convenience” element for the typical customer of course, however there is a more important reason – which might just be a useful lesson for professionals […]
Read more.