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Practice Development: The Danger Of Promoting A Competent Adviser
by Tony Vidler A genuine danger in practice development is promoting a competent adviser to a role which they are unable to perform well in. In any organisation there is a real risk that a person is encouraged to rise to their level of incompetence. This is just as true for the self […]
New Thinking In Professional Development For Financial Advisers
by Tony Vidler One of the positive changes for financial advisers in this part of the world in the last year was a broadening of what can be considered Continuing Professional Development (CPD). Now, instead of solely focussing upon technical learning, we are entering a regime where advisers have to map out their own […]
The 3 Keys To Attracting Your Successors – and keeping the talent
by Tony Vidler It is one thing to atract talent to your firm, it is quite another to attract successors with the right talent though. Many financial advisory firms see the need to create leverage and handle their own succession issues through recruiting new advisory talent but struggle to do it successfully. The main […]
Grow Great People If You Want To Grow A Great Business
by Tony Vidler It is terribly simplified of course, but if you want to grow a great business then you need to grow some great people at some point in the process. If we want to learn how to grow great people then it seems a good idea to think about how the people who […]
Being clear about what matters most actually matters most
by Tony Vidler Sometimes contracts just don’t provide clarity for the people who work for you. And Being clear about what matters for them, matters more than just about anything else when it comes to getting the best from your people. When you are running a professional services business there is one thing […]
Are You AND Your People Clear About What YOU Want?
by Tony Vidler Pretty much everyone running a business hates having to come up with job descriptions for their staff. A statement which may have been correct at a moment in time to describe a role, and the role is subject to constant change…they are pretty much a waste of time as means of […]
by Tony Vidler One of the best ways to improve results for your firm is to coach your people to greater levels of professional and personal success, rather than merely “managing” them. There is a huge difference between coaching and managing…and while managing has its place, it is actually only one aspect of […]
by Tony Vidler My advice to staff and advisers alike may seem odd….”get out and make more mistakes” Dangerous advice! Reckless even perhaps…. …however it is the best way to grow. It is also the only way to innovate or to implement anything you’ve imagined as a possibility. Finding new ways or trying […]
by Tony Vidler In times of great change, as we are currently facing, there is a prevailing thought amongst most business owners or managers that they are responsible for making the necessary internal changes to deal with all those external changes. Apart from the risk to the sanity and health of anyone running a practice […]
by Tony Vidler One of the best management tools anyone has is the Key Performance Indicator – or KPI – as it has the potential to drive the right behaviors that lead to the right results for a practice. The caveat to that is that the KPI’s must actually be about the right things. […]