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Everything from Tony Vidler - Adviser to the Advisers

Re-think what you THINK you know about your customers

From Tony Vidler - Adviser to the Advisers

I think that it is time to re-think what advisers think they know about their customers. Insurance is sold, it isn’t bought, right? People don’t value advice, right? Really? If

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17 Aug 2018

The 3 barriers to adviser business success (and one can be deadly)

From Tony Vidler - Adviser to the Advisers

There are 3 distinct barriers every adviser must manage in their career. Each of them is a defining point which can see the end of the advisory career….but Barrier 3

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03 Aug 2018

Are you AND your people clear about what YOU want?

From Tony Vidler - Adviser to the Advisers

Pretty much everyone running a business hates having to come up with job descriptions for their staff. A statement which may have been correct at a moment in time to

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12 Jul 2018

3 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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29 Jun 2018

What you need to know if you’re going to buy to grow

From Tony Vidler - Adviser to the Advisers

As many advice businesses reach maturity it is common to consider whether they should “buy to grow”. Should they buy another practice, or more commonly, should just buy a book

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18 Jun 2018

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

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CPD: Growth holds, risks widen
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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 [...]