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Everything from Tony Vidler - Adviser to the Advisers

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

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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

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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

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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

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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

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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

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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

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07 Feb 2022

Is your marketing budget as big as your dream?

From Tony Vidler - Adviser to the Advisers

Nobody likes a budget – even financial advisers don’t. But a marketing budget for your business is a good budget…it’s an investment in growth. Even well established advisory firms usually

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21 Jan 2022

Why you need plenty of positive consumer reviews

From Tony Vidler - Adviser to the Advisers

Experience reviews…consumer reviews…I blame TripAdviser for it; but maybe it wasn’t them…Whatever, everyone out there now expects to be able to give a review of any business, and read others

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03 Dec 2021

Socialise with key clients and get more business

From Tony Vidler - Adviser to the Advisers

We know intuitively that when we socialise with key clients it builds trust and ultimately we get more business. More conversations create more opportunities, right? What we don’t know though

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09 Nov 2021

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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 [...]