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Everything from Tony Vidler - Adviser to the Advisers

You need to get selling

From Tony Vidler - Adviser to the Advisers

Advisers: Good advice process is not enough. Being technically competent is not enough. You have to get selling. I know that “Sell” is seen as a bit of a dirty

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25 Mar 2025

How can you be sure that your advice will pass the test?

From Tony Vidler - Adviser to the Advisers

The nagging worry for financial advisers in today’s environment is “how can I be sure that my advice will pass the test?” The concern is understandable given that policymakers typically

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18 Feb 2025

How do you create an “Act Now” mindset with clients?

From Tony Vidler - Adviser to the Advisers

One of the ongoing challenges in marketing professional services is simply getting people to “act now”. We have to overcome their lack of urgency. Because our service will still be

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25 Nov 2024

If you still need more clients then you probably need different skills

From Tony Vidler - Adviser to the Advisers

Financial advisers who need more clients need to be better marketers than salespeople in today’s environment. For most that means they probably need new, or more, skills. Not more technical

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20 Nov 2024

Client complaints: Fight it, or just fix it?

From Tony Vidler - Adviser to the Advisers

Client complaints are a fact of life. It is virtually impossible to run a service business where everyone is happy 100% of the time, as human beings are involved and

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24 Sep 2024

Grow great people if you want to grow a great business

From Tony Vidler - Adviser to the Advisers

It is terribly simplified of course, but if you want to grow a great business then you need to grow some great people at some point in the process. If

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29 Aug 2024

Helping consumers compare solutions will lead them to you

From Tony Vidler - Adviser to the Advisers

Today’s consumers will compare before deciding who to use or what to buy, so help them do that. If you help consumers compare solutions well, it will lead them to

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22 Jul 2024

The three keys to attracting your successors – and attract the talent

From Tony Vidler - Adviser to the Advisers

It is one thing to attract talent to your firm, it is quite another to attract successors with the right talent though. Many financial advisory firms see the need to

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08 Jul 2024

How to take the “R” out of FREE advice

From Tony Vidler - Adviser to the Advisers

Traditionally the financial services sector has been almost entirely remunerated via commission, and many advisers are still grappling with the basic question of how to make the transition – even

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06 Jun 2024

Practice growth requires leadership more than management

From Tony Vidler - Adviser to the Advisers

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

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15 May 2024

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