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Good? Fast? or Cheap? What sort of advice is it going to be?
by Tony Vidler        A few years ago a university in New Zealand conducted a study to find out where consumers were turning to for financial advice. At the time they found that the number one source of financial advice for most respondents was “newspapers and media”. For 29% of the population that was their […]
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The Basics Of “Looking Good” – Professionally Speaking
by Tony Vidler        Looking good professionally is critical in today’s world.  It has always been important of course, but in the era of online search throwing up that awful photo from your party days…well… These days our image precedes us…people are forming impressions about us from the initial contact and their initial search results. […]
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Yin and yang of modern marketing
How To Blend Old AND New Marketing Methods: An Example
by Tony Vidler        Old, traditional, marketing methods….or new, modern, methods? Which is best? Neither are “best”…and both can be pretty effective.  Using the best of both simultaneously though can be fabulous. Traditional marketing methods mixed with modern technology, data-driven insights and delivery platforms can be extremely effective…in fact using everything is absolutely necessary to […]
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10 Steps to an EFFECTIVE Marketing Plan
by Tony Vidler         There are 10 big steps to developing an effective marketing plan.  “Effective” in this context means a marketing plan which will get you enough of the right sort of customers for the resources you have available.  Getting results with the limited time and money you have in other words. The 10 […]
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Imagine if we REALLY were 100% honest with clients
by Tony Vidler        We are expected to be 100% honest with clients, and total honesty with clients is a wonderful concept but 100% honesty in all things with our clients would kill the relationships and kill the industry. Don’t get me wrong: I believe in full transparency and ensuring consumers get all the information […]
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How EXCEPTIONAL advisers use their time is not like the average!
by Tony Vidler        Time management is where there is a huge difference between elite advisers and the average advisers. in fact, it is one of the biggest differentiators that help the best performers stand out and excel. However, the difference isn’t about micro-managing time slots, or about having better time management systems.  It is […]
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How The Greatest Advisers Become Great
by Tony Vidler        The greatest advisers tend to be doing similar things to the other great advisers usually, and very few of them seem to be doing something that nobody else could do either.  They just execute better. The financial advisers who consistently achieve sustained expltraordinary growth and performance are typically superb on at […]
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New Adviser Hires: getting the relationship right
by Tony Vidler        One of the most common options for leveraging your professional practice is more adviser hires, however getting more advisers is itself is often a path to frustration and disappointment for business owners because it simply has not been thought through. Everyone begins with great intent: the owner really does want new […]
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The case for using Case Studies
by Tony Vidler        One of most powerful marketing tools appears to be one of the least used in professional services. Case studies work so well in professional services because so much of what we can do for clients, or the outcomes they get from working with us, remain a mystery to the non-clients.  Great […]
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Compliance Can Be Torture For Consumers
by Tony Vidler        Compliance has a lot to answer for.  Compliance can be torture for consumers, and that is not good for them or the industry. One of the truly negative consequences of evolving best practice advice standards is the trend to torture clients with excessive paperwork.  Now torture is a rather harsh word, and […]
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