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Everything from Tony Vidler - Adviser to the Advisers

How “personal” should your personal service be?

From Tony Vidler - Adviser to the Advisers

It is our livelihood in many respects, yet one of the vaguest phrases we use is “personal service”. What is a personal service is not necessarily the same as a

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22 Oct 2026

Professionals have, and use, processes

From Tony Vidler - Adviser to the Advisers

True professionals don’t just HAVE processes, they have processes they use everywhere in their work. All the time. Professionals are in fact process-driven. We need to learn from those professions

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28 Sep 2026

12 engagement barriers that we must address

From Tony Vidler - Adviser to the Advisers

There are many barriers which can prevent a prospect from engaging in the professional financial advice process, and those prospect barriers are our problem to address. We have to try

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24 Aug 2026

Getting more prospects to buy your advice

From Tony Vidler - Adviser to the Advisers

To get prospects to buy your advice and change direction you have to “sell emotion” and support it with logic, right? Not quite….there is a piece missing in this formula

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24 Jul 2026

Talk is cheap…but the returns are fantastic

From Tony Vidler - Adviser to the Advisers

Word-of-mouth remains the best marketing professionals can use, or get. The next best is “talk”. Talk to clients and prospects directly. One-to-one…actually spending time communicating directly with each other…voice to

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26 Jun 2026

Is acquisition, or merger worth It?

From Tony Vidler - Adviser to the Advisers

Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy. Generally there appears to be

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15 May 2026

The 4 key levers that create great capital value for an advisory firm

From Tony Vidler - Adviser to the Advisers

Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical

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21 Apr 2026

Why settle for average Adviser performance when you could be outstanding?

From Tony Vidler - Adviser to the Advisers

Advisers frequently settle for being average, and it is definitely not because they want to be average but because they don’t really know what it takes to elevate their performance

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10 Apr 2026

It is okay to be profitable

From Tony Vidler - Adviser to the Advisers

The first rule of business is “be profitable”, and that is a concept which appears to cause industry stakeholders some issues when it comes to judging financial advisory firms. That

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06 Mar 2026

Who is paying who for financial advice?

From Tony Vidler - Adviser to the Advisers

Who is paying who for financial advice will become the biggest question in consumers minds as the industry stakeholders continually and very publicly debate fees, commissions and conflicts of interest

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16 Feb 2026

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
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Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
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Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]