strategic thinking

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The 1 Thing You Need To Actually Make Your Strategy Work For You
by Tony Vidler        For most professional services firms today the strategic challenge of the moment is determining what the right strategy is that will work for the firm rather than making it work. But when you do settle on your strategy you then have to make it work – and that is a separate challenge. […]
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That Tech Competitor Threat Is Really An Opportunity For Some Advisers
by Tony Vidler        The robo-advice “threat” is an opportunity for entrepreneurial advisers…as is every other direct-to-consumer offering driven by fintechs. The more I think about it the more certain I am that some advisory firms will prosper from it…but I am just as sure that many will “fail” due to the competition.  By “fail” […]
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challenge your thinking
Innovation in delivering Financial Advice: Does it have to be this way?
by Tony Vidler        “Innovation” and “delivering financial advice” do not usually go together for the majority in the industry. The way advice is delivered by tens of thousands of professionals tends to gravitate to the same methodology.  There is safety hiding in the herd, right?     Then the  type of advice delivered by tens […]
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definition of vision
The Power Of A Vision: Because your future has to start somewhere.
by Tony Vidler        Vision is the thing that initially drives all progress.  Somebody’s view of how something can be…will be….is the catalyst for achievement of great change.   Who will ever forget  the power of one mans vision: “I have a dream….”?   His vision of how the world could be.     Should be. […]
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What’s The Plan To Thrive Amidst All This Change?
by Tony Vidler        Is there a cunning plan for your practice to thrive amidst the changes coming at the financial advice sector from all directions? What is the plan then? What is the strategy? Those 2 questions might look like the same question, but they are not quite.  The cunning idea, or the strategy, is […]
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The Strategic Approach To Practice Development
by Tony Vidler        For any professional services business to realise it’s full potential the owner must take a strategic approach to the development of the practice.  In doing so there are 3 general areas of the firm which drive growth and value of the business, and each of those has some sub-sections.   The […]
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Creating A Value-Based Strategy
by Tony Vidler        One of the toughest things for professional services firms to do – especially those that operate in the advice space – is settle on a strategy to guide the decisions in building the business.   It is helpful to consider strategy from a very broad perspective to begin with, and settle […]
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A Value Creation Model For Advisory Firms
by Tony Vidler        “Innovate or die” said Peter Drucker.  Innovation is of course about finding new ways to create value.   Have financial advisers been innovating in recent years?  Have they been finding new ways to create value?  If not, does it mean they are slowly slipping towards their commercial death?   Many have […]
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Strategic vision for financial advisor
Are you just swimming in circles, or do you have a strategy?
by Tony Vidler        Where do you begin with designing a business strategy?   It isn’t quite as hard as you may think….   First, you need to decide what you want to be known for, which then makes it relatively easy to work out  where you need to compete in the market place.   In […]
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next-year-planning
Focus On 3 Things To Make Next Year The Best Year Ever
by Tony Vidler        There are so many things you COULD plan to work on to improve next year, but what REALLY matters?   It is easy to get caught up in making lots and lots of plans and goals and arranging to be incredibly busy working “on” your business to accelerate its growth, but […]
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