value creation
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A Value Creation Model For Advisory Firms
by Tony Vidler Challenging times test whether we are truly delivering value, and whether we have a good value creation model for the advisory firm. Is the practice focussed upon the areas where it can improve in its value delivery to clients…does it even know which areas they are? Where do we need to […]
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A surefire way to get a Prospect to choose You!
by Tony Vidler You are ALWAYS competing to have the next prospective client choose you. In fact, even with existing clients who are still deciding on whether to follow the next piece of advise, there is a decision being made about whether to choose to follow it…or choose “you” as it were. We are […]
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Your Philosophy MIGHT Be Your Real Point of Difference
by Tony Vidler Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning. So most advisers think carefully about such things and build up a philosophy based upon their formal learning and real world experience that shapes their advice […]
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The Value Of The Financial Planner: Fixing finances, the future, and feelings
by Tony Vidler Many question the value of the financial planner, and there has been plenty of research in recent years to attempt to quantify that value. Quantifying value of advice is a recipe for debate, as the actual difference in net worth or security which can be attributed to the work of the […]
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