Tony Vidler Archives - Page 28 of 41

The trick to maintaining consistent production

by Tony Vidler Maintaining consistent production of new revenue isn’t quite a formula – it’s a process thankfully. The process for continual positive performance is actually relatively straightforward and anybody can understand it and anybody can use it easily, unlike formula’s…. Even in challenging times where there is significant volatility and uncertainty, business continues […]

What to do when team members are under-performing

by Tony Vidler Inevitably there will be a time when one or some of your team are under-performing. Not under-performing to the point where the decision to terminate them is actually quite easy, but under-performing to the point where it is just aggravating because you just feel that they should be doing better. Figuring […]

Fees For Advice: How to get paid every step of the way

by Tony Vidler If advice is valuable then it should be paid for. Getting paid fees for advice alone seems to be an issue as Financial Advisers often do not get paid what they should for the difference their advice makes…and more often than not it is the advisers’ fault. I have been […]

Where to begin with creating a Value Proposition?

by Tony Vidler Creating a compelling Value Proposition is difficult, but if it is achieved it becomes central to a professional’s marketing. The Value Proposition is in effect your promise to your target market: “This is what I will do for you” is what it says in simple terms. The problem that […]

Get clients saving more with the 10/30/60 Rule

by Tony Vidler One of the biggest issues for advisers is to get clients saving more. Getting them to do now what will be good for later means deferring instant gratification and the constant “we wants”, even in countries where compulsory or incentivised retirement savings schemes exist. A fascinating piece of work for any […]

A Great Adviser is, or should be, a Thought Leader

by Tony Vidler “Thought leaders are the informed opinion leaders and the go-to people in their field of expertise. They are trusted sources who move and inspire people with innovative ideas; turn ideas into reality, and know and show how to replicate their success.” The second sentence in the above quote seems particularly pertinent […]

Build Capacity With Virtual Assistance

Tony Vidler Increasing professional service capacity is a challenge…do you wait until the decrease in service levels is costing you business? Or do you spend money you haven’t made yet to provide service which is not required by the extra clients you don’t have yet? As a financial planner, what extra roles do you […]

Zero growth is your first revenue target

by Tony Vidler How’s this for an uplifting thought when thinking about the revenue target for your new production year: your first priority in terms of revenue production is to get back to where you are now. That’s right…the first target is to get to “zero growth”. No matter how good you are, and […]

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 […]

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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