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Everything from Tony Vidler - Adviser to the Advisers

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

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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

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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

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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

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21 Aug 2023

Some advisory firms are “Going out of business” without even realising it

From Tony Vidler - Adviser to the Advisers

I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it. For a very long time markets

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17 Jul 2023

The biggest personal productivity killer for Advisers

From Tony Vidler - Adviser to the Advisers

Everyone would like to have better business results for less work, and have more time away from the business. Personal productivity – or business efficiency if you prefer – matters,

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07 Jul 2023

The 4-step ethical test for financial professionals

From Tony Vidler - Adviser to the Advisers

I attended a Rotary function as a guest and ‘discovered’ the best ethical test I’ve ever heard. When I say ‘discovered’, I personally didn’t discover anything at all…but I was

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19 Jun 2023

Why settle for average Adviser performance when you could be outstanding?

From Tony Vidler - Adviser to the Advisers

Advisers frequently settle for being average, and it is definitely not because they want to be average but because they don’t really know what it takes to elevate their performance

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30 May 2023

High growth advisory firms do marketing differently

From Tony Vidler - Adviser to the Advisers

High growth advisory firms do many things differently, but in marketing they tend to do something very different to the norm. We can’t ignore that it takes many differences to

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15 May 2023

Word of Mouth marketing is still where it is at!

From Tony Vidler - Adviser to the Advisers

Word of mouth marketing is more important than ever despite the value of digital and social media. Digital and social are immensely valuable in creating an audience and engaging with

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18 Apr 2023

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]