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Everything from Tony Vidler - Adviser to the Advisers

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

Great returns come from investing time in your people

From Tony Vidler - Adviser to the Advisers

Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to

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18 Aug 2017

The rise of the e-Adviser

From Tony Vidler - Adviser to the Advisers

There appears to be plenty of research from larger markets such as the USA to suggest there is a new type of financial adviser out there, dubbed the “e-Adviser”, who

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10 Jul 2017

Get more business by unbundling planning

From Tony Vidler - Adviser to the Advisers

Planning is often HUGE to a client, and that is itself a barrier to engagement. Unbundling the planning process can create higher numbers of prospects and clients engaging with you,

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06 Jul 2017

The customer is NOT king

From Tony Vidler - Adviser to the Advisers

The mantra of “customer is king” is rubbish. And I keep hearing it from professionals as if it were a commandment which, if breached, will send you straight to hell.

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19 May 2017

This 1 thing could lose you more than 50% of your clients

From Tony Vidler - Adviser to the Advisers

For just about any practitioner to lose 56% of their clients in a year would be a disaster. It is enough to jeopardise a practice entirely of course, but even

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15 May 2017

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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 [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
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
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
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 [...]