Article list

Everything from Tony Vidler - Adviser to the Advisers

The 9 business building blocks which will stand the test of time

From Tony Vidler - Adviser to the Advisers

To create a firm which will last you need the right business building blocks, or the foundations if you like. When it comes to building something to last the ancient

continue reading

12 Mar 2024

What is “good content” for advisers to use?

From Tony Vidler - Adviser to the Advisers

Nearly every advisory firm says “we need more prospects“. sure, more prospects helps build a business but what builds a business faster is good prospects who are a right fit,

continue reading

05 Mar 2024

Financial advisers problem? Not doing the one thing

From Tony Vidler - Adviser to the Advisers

Advisers have a few problems these days. The biggest financial adviser problem though is getting prospects to engage with us to begin with. Despite a couple of decades of positioning,

continue reading

01 Mar 2024

The six necessities of modern marketing for financial advisers

From Tony Vidler - Adviser to the Advisers

I have no doubt that many financial advisers are struggling to understand what happened to their previously successful marketing methods. Marketing for financial advisers was for years – decades perhaps

continue reading

29 Jan 2024

Imagine if we really were 100% honest with clients

From Tony Vidler - Adviser to the Advisers

We are expected to be 100% honest with clients, and total honesty with clients is a wonderful concept but 100% honesty in all things with our clients would kill the

continue reading

15 Dec 2023

Maybe the client IS the problem

From Tony Vidler - Adviser to the Advisers

What you think is the problem is not always actually the problem. Sometimes the person is the problem. Sometimes, maybe, the client is the problem rather than you. Before talking

continue reading

01 Dec 2023

Building your reputation: Talk about the elephants in the room

From Tony Vidler - Adviser to the Advisers

When accountants struggle to be highly trusted then financial advisers are going to have a real battle doing so. If the accountants only get rated as “Highly trusted” in professional

continue reading

20 Nov 2023

Financial advisers should be coaching

From Tony Vidler - Adviser to the Advisers

Coaching is about changing behaviour in order to change results. Advising is telling people what, and perhaps how, something should be done. Advising is basically “having the answer” and telling

continue reading

31 Oct 2023

How often should we contact clients?

From Tony Vidler - Adviser to the Advisers

How much is too much contact?” “How often is too often?” What is the right volume to contact clients? Much of the standard industry thinking around these questions is in

continue reading

18 Sep 2023

10 reasons why an Advisory Practice just stays “practicing”

From Tony Vidler - Adviser to the Advisers

Why is an Advisory Practice called a “Practice”? I think it is because more often than not the business is mostly practicing to be a business. When a “practice” has

continue reading

21 Aug 2023

FIRST 1 2 345 6 7 8...21 LAST

Earn CPD Points

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 [...]