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customer service pays for financial advisors
Professional Service: There’s extra money in going the extra mile with your service
by Tony Vidler         Often advisers forget how valuable the service bit is in their “professional service” business.  Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has a standing process for going the extra […]
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The 5 Levels Of Professional Competence
by Tony Vidler        Professional competence is now a clearly demonstrable thing isn’t it? Or is it?  Can an adviser be considered as having competence and incompetence simultaneously? I think so. Competence has been a primary focus of regulatory reform, and that’s fair enough.  Consumers have a right to expect it from their advisers and […]
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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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