Article list

Everything from Tony Vidler - Adviser to the Advisers

Why advisers need to invest in their businesses. Now.

From Tony Vidler - Adviser to the Advisers

Financial advisers really need to invest more into their practices. Now. More money, more thinking, more strategy…. more leverage. Even those who have been investing probably need to invest more.

continue reading

26 Sep 2022

Balancing adviser needs and clients wants

From Tony Vidler - Adviser to the Advisers

The professional Financial Advisers’ needs matter as much as the Clients’ wants. Consumer groups and regulators will probably disagree of course, but the ideal practice is one which surely achieves

continue reading

15 Aug 2022

Best practice advice means meeting client expectations too, doesn’t it?

From Tony Vidler - Adviser to the Advisers

What constitutes “Best Practice” advice process is a constant work in progress, but it does not develop as rapidly as either technology or client expectations do. In fact, there is

continue reading

02 Aug 2022

Handling regulatory uncertainty

From Tony Vidler - Adviser to the Advisers

The regulatory uncertainty level amongst advisers is just about at an all time high. It’s not just new rules that create the uncertainty; it is the shift to principles-based or

continue reading

18 Jul 2022

What problems do you solve?

From Tony Vidler - Adviser to the Advisers

In the struggle for professionals to define a value proposition asking: “What problems do we solve?” is probably the best place to begin. It is a simple question for sure, but

continue reading

01 Jun 2022

Maybe financial advisers could be selling coffee?

From Tony Vidler - Adviser to the Advisers

Do you remember when petrol stations competed on client service? Fundamentally they were all selling the same basic commodity, at about the same price, to anyone who drove up. That

continue reading

12 May 2022

Where will the greatest disruption to your practice come from?

From Tony Vidler - Adviser to the Advisers

Disruption has long been a feature of financial services distribution. Disruption constantly occurs with new market entrants, product innovation, shifting strategic focus on the part of suppliers in relation to

continue reading

20 Apr 2022

Getting strategic clarity follows the same process as giving advice

From Tony Vidler - Adviser to the Advisers

The most important business-building step is having a well-defined strategy, yet strategy is one of the most misunderstood concepts in professional services. It is an area that many advisory firms

continue reading

23 Mar 2022

The shortcut to creating trust

From Tony Vidler - Adviser to the Advisers

Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process. To be fair the required level of trust initially is relatively

continue reading

08 Mar 2022

Scope creep: The number one problem in fixed fee advice

From Tony Vidler - Adviser to the Advisers

“Scope Creep” is the killer for the Holy Grail of professional services business models: fixed fee advice. That ideal model which so many aspire to is having clients who agree

continue reading

07 Feb 2022

FIRST 1...3 4 5 678 9 10 11...22 LAST

Earn CPD Points

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 [...]