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Balancing Adviser Needs and Clients Wants
by Tony Vidler        The professional Financial Advisers’ needs matter as much as the Clients’ wants.  Consumer groups & regulators will probably disagree of course, but the ideal practice is one which surely achieves this balance isn’t it?  After all, practitioners are trying to earn a living and meet the wants and needs of their own […]
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Make your professional designations mean something to clients
by Tony Vidler        Why aren’t more financial advisers using their professional designations and qualifications better? There is no doubt that there has been an increasing proportion of advisers pursuing professional designations, and an increasing number of niche choices in doing so, and there are more advisers with more acronyms than ever before.   Do […]
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creating a company culture
How to create the Advisory Firm culture that you WANT
by Tony Vidler        New regulatory expectations for financial advisers include defining and articulating their culture.  How does the advisory firm’ culture get defined requires some deep thinking, but then so too does the matter of ensuring that the culture you defined is actually reflected in your firms’ actions. How do you create the culture […]
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Is it just a bad day or is it a bad job?
by Tony Vidler        How can you tell if you are just having a bad day on the job, or whether it is time to move on from the job completely?   There’s no escaping the fact that even in great jobs that we love, there are days where things just don’t go the way […]
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Beware of…well…just beware when giving advice!
by Tony Vidler        Times have never been more dangerous for giving advice..and it is a time for financial advisers themselves to beware of consumers.  Well, perhaps not consumers per se, but certainly all the interested parties who say they represent consumers interests.  It is not just the increasing oversight from regulators and professional scrutiny from […]
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The key to successfully networking with Accountants
by Tony Vidler The key to successful professional networking is as simple as creating a win-win…everyone knows that. Networking with accountants will be successful if you know what the “win” looks like for them.   Advisers historically – for all their networking and personal sales and relationship management skills – have not been terribly successful […]
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The Financial Advice Profession: Are we there yet?
by Tony Vidler        The incessant debate about whether financial advice can be called a profession or whether it is an “industry” keeps rolling along and mostly the debate is within the industry. Those who are not financial advisers don’t debate it because the answer is fairly clear to them I am guessing….after all; if it […]
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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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The New Paradigm of Professional Services Marketing
by Tony Vidler        There has been a significant paradigm shift in how professional services marketing and sales functions interact.   A fundamental change to how we understand and use the knoweldge of the consumers emotional buying cycle has already happened.   The traditional view of “marketing generating leads” and then “sales converting leads into customers” […]
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You can do personal online-only advice
by Tony Vidler        There are some great reasons to go digital in your advice process, especially if you live in a city where traffic gridlock, exorbitant parking costs and insane commercial rents drive up your overheads and kill your productivity.   For many advisers now of course, there is no choice but to go digital-only.  […]
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