professionalism Archives

I sell…You sell…We ALL sell. Or should do…

by Tony Vidler I am a professional. I am a salesman. These two things are not contradictory. We all sell stuff. It seems like I’m selling my time these days…sometimes a product….sometimes it is just selling concepts and possibilities. Mostly it is selling behavioural change & fixing other peoples’ problems though. But I sell. […]

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 […]

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 […]

Let’s be honest with our honesty

by Tony Vidler Disclosure is back on the regulatory agenda again, and the rules will undoubtedly be changing yet again. There is no doubt in my mind that disclosure of costs, fees and conflicts enhances trust and professional credibility. However, there is also no doubt in mind that disclosure can be taken so far that […]

Professional Selling: It is a real thing!

by Tony Vidler Professional and selling are apparently 2 words which according to many just don’t go together these days…except they really do. I’ll go further in fact and say that professionals MUST be selling, but, selling must be professional. While there is an absolute requirement to place the clients interests above all […]

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