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Everything from Tony Vidler - Adviser to the Advisers

Become valuable by making it easier

From Tony Vidler - Adviser to the Advisers

One of the key concepts that advisers must grasp is the need to be valued for the advice and coaching you give, rather than linking your value to a

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17 Jul 2013

Clever businesses forgetting to be smart

From Tony Vidler - Adviser to the Advisers

As everyone races to use new technologies and do cool new things in a bid to be different, there is a real risk of losing sight of the essentials. The

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14 Jun 2013

20-point checklist for seminar selling

From Tony Vidler - Adviser to the Advisers

Many advisers feel that seminars are so last-year as a method of prospecting for new clients, and yet, so many advisers continue to do fantastically well with them. As with

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28 May 2013

Twisted Clients…why they say goodbye!

From Tony Vidler - Adviser to the Advisers

Customers leave us, and most times we blame someone else. It gets called churn, or twisting. Probably the most contentious issue in the financial services industry is the issue of

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13 May 2013

5 tips to stop you getting hammered!

From Tony Vidler - Adviser to the Advisers

As financial advisers get to grips with new regulations, rule changes and evolving best practice advice standards they are often losing sight of some commercial reality. All too often I

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16 Apr 2013

Why torture your clients?

From Tony Vidler - Adviser to the Advisers

Compliance has a lot to answer for. One of the truly negative consequences of evolving best practice advice standards is the trend to torture clients. Now torture is a rather

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26 Mar 2013

What do buyers of financial practices look for?

From Tony Vidler - Adviser to the Advisers

Recently I discussed the irony of many financial advisers not understanding how to get a better return on what is often their biggest investment – their practice. We highlighted areas

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12 Mar 2013

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]