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Everything from Tony Vidler - Adviser to the Advisers

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

How can you be sure that your advice will pass the test?

From Tony Vidler - Adviser to the Advisers

The nagging worry for financial advisers in today’s environment is “how can I be sure that my advice will pass the test?” The concern is understandable given that policymakers typically

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18 Feb 2025

How do you create an “Act Now” mindset with clients?

From Tony Vidler - Adviser to the Advisers

One of the ongoing challenges in marketing professional services is simply getting people to “act now”. We have to overcome their lack of urgency. Because our service will still be

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25 Nov 2024

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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 [...]