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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 Myth Of Independent Advice
by Tony Vidler        The search for “independent” advice is rather like the Quest for the Holy Grail.  It doesn’t exist.  The search is fruitless and doomed because there is no Holy Grail. Independent advice simply does not exist.   The argument for those wanting to say they are independent (or being allowed to by regulators) […]
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The Annual Review Meeting: You CAN Be Compliant Without Being Dull
by Tony Vidler        The Annual Review process for financial advice clients is often seen as a rather hum-drum thing by the clients (if not advisers themselves), and getting clients to engage in it can be a real challenge.   It doesn’t have to be that way of course. With a little imagination it can […]
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Sweat the small stuff: it is what we CAN control!
by Tony Vidler        I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we don’t sweat the small stuff we are doing an awful job”.   The small stuff is the very stuff that financial advisers […]
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How to go about creating the RIGHT Strategic Alliance
by Tony Vidler        A good strategic alliance or two can be the thing that makes success for a professional services firm.  It can be a complete game changer.   In fact it is so important to get right that the key to finding and forging the right strategic alliance is thinking strategically to begin […]
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Financial advisor CRM database
What to consider when selecting a CRM system
by Tony Vidler  One of the thorny issues for financial advisers is finding the right CRM system.   What makes it difficult is the struggle to define what is “right”.  As with most things in business, one should begin the decision making journey with a clear view of what you are trying to achieve.  Begin […]
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professional development for financial advisors
The problem with Professional Development programs
by Tony Vidler Most training programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard to implement in one’s practice…but the real reason why training fails is because it doesn’t address all the necessary components.  In order […]
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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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good financial advice
Are you giving good advice, or giving what they want?
by Tony Vidler        Giving good advice is different to giving people what they want, isn’t it?  Most financial advisers can do both, and many do in fact deliver both. That is, they often give people what they want because that is after all what the consumer wanted….and the consumer is the boss and has the […]
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