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Everything from Tony Vidler - Adviser to the Advisers

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

Sweat the small stuff: it is what we CAN control!

From Tony Vidler - Adviser to the Advisers

I keep hearing “don’t sweat the small stuff” and every single time I hear someone say it I think of work, and what we do, and automatically think “if we

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26 Mar 2021

High net worth clients: The three strategic issues you HAVE to get to grips with

From Tony Vidler - Adviser to the Advisers

The nirvana for most professionals is to work only with high net worth clients. The challenge in doing so is that the affluent are inevitably becoming more difficult to get in front

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17 Mar 2021

To be a recognised expert you must be willing to be a target

From Tony Vidler - Adviser to the Advisers

If you become a recognised expert then business will find its way to you. Prospecting per se ceases to be a problem. Getting to be that recognised expert can be

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02 Mar 2021

How can an adviser be confident their advice is good before trouble starts? In other words, how do you audit yourself?

From Tony Vidler - Adviser to the Advisers

There are 5 key things that the adviser must do – and be able to evidence afterwards – to show that they have worked for the benefit of the client, and not

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28 Jan 2021

Change is the new normal for financial advisers

From Tony Vidler - Adviser to the Advisers

Financial Advice is not going through some changes; constant change is the new normal. Whatever regulatory stuff you are going through now in your particular jurisdiction will not be an end to

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08 Dec 2020

Who says you can’t teach old dogs new tricks?

From Tony Vidler - Adviser to the Advisers

Old folk don’t take on new technology and new ideas, right? You just can’t teach them. Or is that “us”? Well that theory is getting blown away in a pandemic-like-way…

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27 Nov 2020

Maybe this is an opportunity: Picking a good financial adviser is harder than ever for consumers

From Tony Vidler - Adviser to the Advisers

Choosing a good financial adviser has always been a bit of a leap of faith for consumers I guess, but picking one today is harder than ever. With the tendency

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29 Oct 2020

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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 [...]