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Who Does That Adviser Work For?
by Tony Vidler        Which financial adviser is going to be right: the one who charges a fee; the one who is “free”; or; the one charging a commission?  Or is it the one who does all of these?     Well I suggest that it depends on what you are hoping for and what you […]
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Are you a GOOD Adviser?
by Tony Vidler        Another week and another bad adviser horror story in the local press…yet, another week and thousands more consumers work with their good adviser privately and attract no headlines. They just make progress quietly towards their savings or investment goals, or protecting their families, or building financial safety nets, and so it goes […]
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If Your Advisory Practice Survives, Heed This Lesson
by Tony Vidler        One lesson each financial advisory practice should take from 2020 already is this: YOUR cashflow and emergency reserves are your lifeblood.  That’s the same advice you give clients huh? For advice firms though, reliance upon short term new sales results or new client acquisition is deadly….irregular cashflow is the business equivalent […]
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What You Need To Do To Build An Elite Practice
by Tony Vidler        Not everyone wants to have an elite advisory practice, and that is ok.  Having a good lifestyle business is fine if that’s what you want. Having a great practice is great too. But if you want to have an elite practice then you have to be prepared to pay the price, […]
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Staying The Course: The Importance Of Purpose
by Tony Vidler        Everyone is busy being busy, but what is the point of it all? What is the purpose that drives all the business building activity? Businesses that experience superb growth typically have an owner, or owners, who have clarity of purpose and that purpose sits at the heart of everything they do. […]
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Could Advisers Be DRIVING Revenue To Online Providers?
by Tony Vidler        I do keep wondering if advisers realise how much revenue is waiting to be unlocked by them inside their existing business?   A little while ago I was talking with a business that provides outsourced client servicing solutions and they provided me with some of their data from working with financial […]
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