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Everything from Tony Vidler - Adviser to the Advisers

Is it just a bad day or is it a bad job?

From Tony Vidler - Adviser to the Advisers

How can you tell if you are just having a bad day on the job, or whether it is time to move on from the job completely? There’s no escaping

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04 Nov 2025

There are 2 big questions before you fire a client

From Tony Vidler - Adviser to the Advisers

I encourage you to try this: fire a client. It is liberating, and it moves your thinking and sense of self worth onto a different professional plane. Pretty much everyone who has been

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21 Oct 2025

Why we get fee resistance

From Tony Vidler - Adviser to the Advisers

Whether we like it or not there is always the possibility of fee resistance in delivering financial advice, and how we present our service is a large part of that problem. Price

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18 Aug 2025

Adviser succession: What do buyers of financial practices look for?

From Tony Vidler - Adviser to the Advisers

The irony of adviser succession discussions is how few of the advisers considering the topic seem to consider how to get a better return on what is often their biggest

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16 Jul 2025

Why your advisory practice needs two marketing targets

From Tony Vidler - Adviser to the Advisers

When considering advisory practice marketing the primary focus from most advisers is “How much should I spend to get a new client onboard?” It is a single marketing focus; just

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23 Jun 2025

Is that adviser working for you?

From Tony Vidler - Adviser to the Advisers

“Is that adviser working for you?” is a question that is being constantly thrown at consumers, and there is some merit in it. Which financial adviser is going to be

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16 Jun 2025

Crisis communications: Sending virtual hugs

From Tony Vidler - Adviser to the Advisers

ok… maybe it isn’t appropriate for professionals to actually send virtual hug memes. But then, maybe it is. It all depends on the relationship you have with the client doesn’t

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21 May 2025

Change is the new normal for financial advice businesses

From Tony Vidler - Adviser to the Advisers

Financial advice is not going through some changes; constant change is the new normal. Whatever regulatory stuff you are going through now in your particular jurisdiction will not be an end to it. It will

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07 May 2025

What you need to do to build an elite practice

From Tony Vidler - Adviser to the Advisers

Not everyone wants to have an elite practice, and that is ok. Having a good lifestyle business is fine if that’s what you want. Having a great practice is great

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24 Apr 2025

You need to get selling

From Tony Vidler - Adviser to the Advisers

Advisers: Good advice process is not enough. Being technically competent is not enough. You have to get selling. I know that “Sell” is seen as a bit of a dirty

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25 Mar 2025

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Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]