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How Big Is The Goldmine WITHIN An Advisers’ Practice?
by Tony Vidler Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It Is Usually A Goldmine. A report from a couple of years ago highlights the point: A lot of clients do not give advisers all their investable funds. […]
The Professional Services Firm Model Of The Future Is Possibly A “Fast Food Alley”
by Tony Vidler Ever noticed how the fast food stores tend to cluster together as some sort of “fast food alley”? Have you ever wondered why? There is a “convenience” element for the typical customer of course, however there is a more important reason – which might just be a useful lesson for professionals […]
by Tony Vidler Back in the beginning of my personal social media evolution, about 3 years ago, a friend sent me a LinkedIn connection request…and I had no idea what LinkedIn was, or why I should bother using it. So being a brilliant technology user, I rang him to find out why he had sent […]
by Tony Vidler Despite all the changes in financial services over recent years the “Financial Adviser Dinosaur” is far from extinct. Bear in mind that pretty much everything I know about dinosaurs has been learned from watching all the Jurassic Park movies – twice, so I am a bit of an authority on them. […]