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Engage With Your New Connections To Get On With Business
by Tony Vidler        So you have some new connections on LinkedIn…congratulations.   What now?  Or rather, what next? How does actual engagement begine?   Making new connections via LinkedIn is great…but it is better if you can take those new connections and turn them into meaningful engagement and conversation. It is a business-to-business platform […]
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Be Valuable By Simply Making Clients Lives Easier
by Tony Vidler        There are many ways to be valuable to clients, and a frequently overlooked aspect of value is simply maing clients lives easier for them.   A massive opportunity exists for advisers to remove complexity from their clients lives, and in turn, be valued for the advice and convenience they deliver to […]
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5 Points Of Competitive Difference In Choosing Product Suppliers
by Tony Vidler        Often it seems there is little difference between product suppliers in financial services, with one fund manager looking similar to other fund managers, and one life insurer offering essentially the same products as other life insurers…how do you decide which product supplier is right to work more closely with? When it […]
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We should be using more video with email
by Tony Vidler        If you aren’t using video with email to educate and engage clients and prospects yet, why not?   It seems an odd thing with everyone having smart phones that can take high quality video’s on the spot, and with everyone also drafting and sending perhaps a 100 emails a day, but […]
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Generalist or Specialist, You Can Still Achieve Exceptional Growth
by Tony Vidler        Some advisers opt to head down either the generalist or specialist path simply becuase that is what gives them professional satisfaction – and it is not about achieving particular commercial objectives. They work the way they do because they enjoy it.  Not everyone wants to have a business which achieves exceptional growth […]
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Be like the Private Banker in order to become invaluable
by Tony Vidler          To become invaluable, emulate “the Private Bankers” when it comes to combatting the multiple pressure points of rising consumer expectations, technology-driven and cost-focussed solutions, and the trend for “self management” in all things by clients.   I had the pleasure of spending a little time with Dr Phillip M. Randall a […]
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ideal-balanced-practice
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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robo-advice
The Cyborg Practice: Blending Robos With Advice
by Tony Vidler        Future advice practices will be cyborgs; blending robos with advice.  Robotic product and solution delivery together with humans managing relationships and working on strategy will be the single commercial “organism”.   You see, I am convinced that robo-advice models will succeed and prosper. I am also convinced that human advisers will […]
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business-disruption
Where will the greatest disruption to your practice come from?
by Tony Vidler        Disruption has long been a feature of financial services distribution.  Disruption constantly occurs with new market entrants, product innovation, shifting strategic focus on the part of suppliers in relation to control or autonomy of distributors….but disruption has typically come from within the industry itself.   Some years ago I read a piece […]
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Why Advisers Need To Invest In Their Businesses. Now.
by Tony Vidler        Financial advisers really need to invest more into their practices. Now.  More money, more thinking, more strategy….more leverage.  Even those who have been investing probably need to invest more. For decades financial advisers have been able to to operate “lifestyle” businesses.  It has enabled them to largely choose when they will […]
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