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Everything from Tony Vidler - Adviser to the Advisers

Re-think what you think you know about clients

From Tony Vidler - Adviser to the Advisers

Is it time for financial advisers to re-think what they think they know about clients? Insurance is sold, it isn’t bought, right? People don’t value advice, right? Really? I know

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20 Oct 2021

The myth of independent advice

From Tony Vidler - Adviser to the Advisers

The search for ‘independent’ advice is rather like the Quest for the Holy Grail. It doesn’t exist. The search is fruitless and doomed because there is no Holy Grail. Independent

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23 Sep 2021

How to deliver the ‘right advice’ in the ‘right’ way

From Tony Vidler - Adviser to the Advisers

Delivering the right advice consists of getting 2 things right: i) delivering advice that will work for the client, and ii) delivering it in a manner which will result in

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07 Sep 2021

How does culture create lasting success?

From Tony Vidler - Adviser to the Advisers

If you doubt that culture can create lasting success, then consider this: Imagine a sports team (or club if you prefer) that competed continuously for well over 100 years and

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31 Aug 2021

Build capacity with virtual assistance

From Tony Vidler - Adviser to the Advisers

Increasing professional service capacity is a challenge… do you wait until the decrease in service levels is costing you business? Or do you spend money you haven’t made yet to

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13 Jul 2021

Get clients saving more with the 10/30/60 Rule

From Tony Vidler - Adviser to the Advisers

One of the biggest issues for advisers is to get clients saving more. Getting them to do now what will be good for later means deferring instant gratification and the

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24 Jun 2021

Replacing insurance: Right? Or always wrong?

From Tony Vidler - Adviser to the Advisers

Replacing insurance – or “Churning” as it is often called – is a topic guaranteed to generated heated debate within the industry. At one extreme there are advisers whose entire

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09 Jun 2021

Robo-Advice? It is GREAT for an adviser business…

From Tony Vidler - Adviser to the Advisers

The first sale you have to make…How to get your prospects attention…and keep it. Robo-advice is great for all of us in the advice arena, because WE learn more about

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24 May 2021

The power of a vision: Because your future has to start somewhere.

From Tony Vidler - Adviser to the Advisers

Vision is the thing that initially drives all progress. Somebody’s view of how something can be…will be….is the catalyst for achievement of great change. Who will ever forget the power

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14 May 2021

The financial advice profession: Are we there yet?

From Tony Vidler - Adviser to the Advisers

The incessant debate about whether financial advice can be called a profession or whether it is an “industry” keeps rolling along and mostly the debate is within the industry. Those

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29 Apr 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 [...]