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Everything from Tony Vidler - Adviser to the Advisers

The problem with professional development programs

From Tony Vidler - Adviser to the Advisers

Most training programmes for financial advisers end up being vaguely disappointing for the participants. Often the feeling is that the training is a bit too academic or theoretical and hard

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17 Dec 2014

The 3 keys to creating maximum practice value

From Tony Vidler - Adviser to the Advisers

For any professional services business to realise it’s full potential, and achieve maximum value, there are 3 elements that the business must continually work upon: Creating the physical Capacity to

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02 Dec 2014

The difference between being “Good” or “Elite”

From Tony Vidler - Adviser to the Advisers

This post won’t appeal to very many people, because not very many people actually want to be in the elite. Most aren’t willing to pay the price, so they are

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05 Nov 2014

THE business opportunity for professional advisers

From Tony Vidler - Adviser to the Advisers

The typical small business is only doing one of two things: growing, or going…. …and THERE is a fabulous opportunity for today’s professional adviser. If the majority of small business owners are

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07 Oct 2014

The 5 levels of professional competence

From Tony Vidler - Adviser to the Advisers

A strange question to ask perhaps, but can a professional be both competent and incompetent simultaneously? Of course they can. As new regulatory standards are embedded everywhere for professional services

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29 Sep 2014

The 5 levels of professional competence

From Tony Vidler - Adviser to the Advisers

A strange question to ask perhaps, but can a professional be both competent and incompetent simultaneously? Of course they can. As new regulatory standards are embedded everywhere for professional services

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22 Sep 2014

The maximum value zone

From Tony Vidler - Adviser to the Advisers

Many professional services firms are actively lifting service levels as a means of differentiation from the competition – and it is an excellent strategy that leads to a good business.

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16 Sep 2014

What’s the point of all this business effort?

From Tony Vidler - Adviser to the Advisers

Everyone is busy being busy, but what is the point of it all? What is the purpose that drives all the business building activity? Businesses that experience superb growth typically

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09 Sep 2014

How to generate referrals when you want them

From Tony Vidler - Adviser to the Advisers

Referral business is pure gold…it is the Holy Grail for advisers to be running a business where they are only working with referrals. Most have the problem of having to

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22 Aug 2014

“3″ Is The Key For Effective Client Presentations

From Tony Vidler - Adviser to the Advisers

3 is the magic presentation number. It is a well established principle that people absorb information best when it is presented in 3 points…and while listing your best 3 features

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16 Jun 2014

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]