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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 […]
Practice Growth Requires Leadership More Than Management
by Tony Vidler The most frequent thing I see that prevents great practice growth and holds advisers back from developing their dream business is a lack of vision. I don’t mean “vision” in the namby-pamby buzz-word sense of having a beautiful set of words on a plaque on a wall that nobody really cares […]
by Tony Vidler I was given this question in the headline recently and the quick answer is: “When it is delivering the income and lifestyle that you imagined.” However, that benchmark is perhaps misleading. It is potentially an incomplete answer as simply obtaining the lifestyle and income that you want from your […]
by Tony Vidler There are a number of traps that professionals consistently fall into when selling (or buying) a book of business. The mistakes are so consistent and prevalent that there is are some golden rules evolving on how to make sure any sale is successful. The Top 5 are: 1. Get […]
Anchors away! How to work out which clients to drop
by Tony Vidler More clients is good, right? How many are enough for a typical adviser though? 1,000? 2,000? 200? And then the plan is “drop some clients, and build it back to up whatever the ideal number is/was with better clients.” Let’s begin by challenging a big myth pervading many practices, being that […]
The Ideal Practice: Balancing Your Needs & The Clients Wants
by Tony Vidler Heresy: The Professionals’ needs matter as much as the Clients’ wants. It shouldn’t be heresy to say this aloud 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 […]
The 3 Barriers To Adviser Business Success (& one can be deadly)
by Tony Vidler There are 3 distinct barriers every adviser must manage in their career. Each of them is a defining point which can see the end of the advisory career….but Barrier 3 is where most founders flounder. Barrier 1 is simply getting enough new business and clients to earn a living and survive […]
by Tony Vidler To make the transition from being a great adviser with a good job to a great adviser with a great practice there are a number of key decision points and areas which have to be done well. Get them right, and in the right order, and a great professional practice is […]
Why Advisers Need To Invest In Their Businesses, Now
by Tony Vidler For most of my advisory career there has been a very real opportunity for advisers to operate “lifestyle” businesses. It has enabled them to largely choose when they will work; who they will work with; and how much they will earn. It has cost little to run and required virtually no […]
by Tony Vidler Introducing leverage into a professional services firm is most often done through adding people, and growing the people leads to growing the firm. Finding and developing the right people is one of the greatest challenges for professional services firms, and also one of the greatest opportunities it has for creating […]
Many financial services firms & advisers have mistaken asset allocation calculator questionnaires for risk tolerance tests.
Here are 10 common myths about risk tolerance.