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Everything from Tony Vidler - Adviser to the Advisers

Tactics for growing an advice business

From Tony Vidler - Adviser to the Advisers

Just about every professional says they want to be growing their business….they want fresh ideas; the business satisfaction of solving new problems for new people; they want to do something NEW.

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25 May 2018

Should advisers be selling coffee instead of client service?

From Tony Vidler - Adviser to the Advisers

Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up. That

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18 May 2018

Written advice: should it be clear? Or concise? Or effective?

From Tony Vidler - Adviser to the Advisers

When it comes to communicating our advice to clients we are guided by the words used by the regulators, or law, to guide us in how that should be framed

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23 Apr 2018

Who is paying who?

From Tony Vidler - Adviser to the Advisers

Who is paying who is becoming the biggest question in consumers minds as the public debate around fees and commissions and conflicts of interest increases in financial services. That’s a

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12 Apr 2018

Client focus or compliance focus?

From Tony Vidler - Adviser to the Advisers

I support a compliance focus 100% ….but I support a client focus 100% too. All too often it is impossible to achieve 100% for both simultaneously though. Where does a

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29 Jan 2018

Selling “change” in your practice is a process

From Tony Vidler - Adviser to the Advisers

In times of great change, as we are currently facing, there is a prevailing thought amongst most business owners or managers that they are responsible for making the necessary internal

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17 Jan 2018

Do you actually have a Strategy?

From Tony Vidler - Adviser to the Advisers

I get it: coming up with a competitive strategy can be hard. But it is even harder if you don’t know what “strategy” is to begin with. And if you

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05 Dec 2017

The powerful marketing tool that you use every day, but hardly use for marketing. But should!

From Tony Vidler - Adviser to the Advisers

The most powerful marketing tool most professionals have is the one they use hundreds of times each day, but which they usually do not do any marketing with: email. Love it

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16 Nov 2017

The next strategic evolution for advice firms

From Tony Vidler - Adviser to the Advisers

There’s a classic cartoon that shows the way forward for advice firms when it comes to how they must evolve. It is called “The evolution of an entrepreneur” and even

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24 Oct 2017

The danger of a knee-jerk reaction to regulatory reform

From Tony Vidler - Adviser to the Advisers

The hot issue for many advisers right now is what they need to do to adjust for incoming regulatory reform…again…and the focus is almost always upon the short term. Knee-jerk

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30 Aug 2017

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]