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Everything from Tony Vidler - Adviser to the Advisers

Which would you rather be: a brilliant technician, and bored, or the orchestrator running the show?

From Tony Vidler - Adviser to the Advisers

Professional development is all the rage…the regulators and the professional associations and training providers in the compliance space are all putting it top of mind continuously. And virtually all of

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09 May 2019

Work out where the real money is in your book of business

From Tony Vidler - Adviser to the Advisers

Let’s talk about one of those elephant in the room things: not all clients are equal for a professional service firm. As human beings they might all be equal, but as

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29 Apr 2019

Good? Fast? or Cheap? What sort of advice is it going to be?

From Tony Vidler - Adviser to the Advisers

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

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06 Mar 2019

More referrals are created by repetition

From Tony Vidler - Adviser to the Advisers

Referrals remain the most powerful marketing for professionals despite the plethora of advertising and marketing tactics we have available today. The “transfer of trust” which is created by positive endorsement

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13 Feb 2019

Your FREE service is a barrier to getting the right business

From Tony Vidler - Adviser to the Advisers

Most professionals at some point offer complimentary initial meetings or consultations with clients as a “free service”. It simply isn’t true, and that in itself prevents the right sort of

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25 Jan 2019

How to find your Niche

From Tony Vidler - Adviser to the Advisers

Knowing and working exclusively in your niche is nirvana for most professionals. Your niche is that absolute sweet spot where what you are fabulous at overlaps with what you love doing, and it is

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18 Jan 2019

Why settle for average?

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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13 Dec 2018

The art of giving suitable advice

From Tony Vidler - Adviser to the Advisers

The most challenging area of financial advice which is subject to perpetual testing is the question of “suitability”. WHY was a particular piece of advice appropriate for a particular client?

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28 Nov 2018

Three questions you must answer to define your Uniqueness

From Tony Vidler - Adviser to the Advisers

The difference between a good (but not spectacular) professional and a truly magnificent performer is the ability to succinctly articulate what makes them special. This is often referred to as

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25 Oct 2018

Complicated products have owners manuals, why don’t ours?

From Tony Vidler - Adviser to the Advisers

Let’s face it: our products are complicated as far as clients and prospects are concerned. The funny thing is, nearly all of the products we buy are pretty complicated these

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02 Oct 2018

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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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Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
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CPD: A practical system for building client confidence – Value of Advice (Part 1)
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 [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
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 [...]