How I first made the move into charging fees can still work

by Tony Vidler Many financial advisers have “grown up” in an environment where they were paid by commissions from product placement. That worked for pretty much all of the last century, and entire business models have been built around it, despite the obvious conflicts that presents to advisers. Consumers and bureaucrats are pushing for the […]

The BIG ticks: Best articles for professionals this week

best marketing ideas for financial advisors

By Tony Vidler The articles that I spotted this week that make you think in new ways, or new directions….the “best of the best” for me….are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read. There is so […]

Have you figured out yet HOW the world changed, and what it means?

by Tony Vidler In case you hadn’t noticed, the world has changed. Many of the business building methods we successfully employed just 10 years ago in financial services are struggling to generate the traffic and interest in the marketplace that we need to maintain profitable and viable practices. But then….you knew that. What a lot […]

2 BIG things to look for when hiring a Virtual Assistant

by Tony Vidler As cost pressures mount and margins decrease for many professional service firms they are increasingly looking to hire “virtual” staff.  That is, staff who are not necessarily permanently on the payroll, and definitely not on the premises. India and the Philippines are probably leading the charge in providing great VA’s given their […]

Here is the value in what you do: You change the future

The Richest Man In Babylon

by Tony Vidler Not long ago I met the son of a (former) client…a young man in his mid-twenties now, who is well on the way to pursuing his own professional career and carving out his own place in the world.  To be honest I’d never spent that much time talking to him in years […]

The BIG ticks: Best articles for professionals this week

best marketing ideas for financial advisors

By Tony Vidler The articles that I spotted this week that make you think in new ways, or new directions….the “best of the best” for me….are provided here as a quick readers digest for professionals who are looking ahead. These are the highlights from the week that you should stop and read. There is so […]

R.I.P. To The Accepted Wisdom For Growing Your Practice

Practice Structure For The Future

by Tony Vidler Like many others I have considered the concept of the professional services firm consisting of individuals focussing on what they do best to be an ideal worth pursuing. The concept of a professional firm requiring 3 distinctly different roles of a Finder, Minder & Grinder is the thinking of one of the […]

about.me

Tony Vidler

Tony Vidler

Adviser to the Advice Industry, CFP, CLU, ChFC

All business is marketing, and the top priority in marketing is getting your brand right. The key element of that is your value proposition.

You are the brand, and your value proposition is what your brand will be known for.

I help advisers create the branding and positioning they want, so they get known and get more customers. Named as one of the Top 250 Online Influencers in financial services globally, and in the 50 Most Influential people in financial services in Australasia...I know how to help people build a profile and get noticed for the right reasons.

I've been working in the NZ financial services industry in advisory and management capacities since 1990, beginning as a tied life agent. My career has involved agency management roles; starting, growing and selling a sizeable investment and insurance brokerage of my own; business development of hundreds of advisors; professional development and the evolution of regulation in the NZ industry; executive sales and marketing management; and a leading figure in the NZ financial services industry for many years. In addition to running my own coaching and consulting business, I've served as Chairman of the Board of the Institute of Financial Advisors, and was a Director of the Institute for 8 years. Leading the professional development of the industry as Chair of the Professional Development Committee, Chair of the College of Insurance Advisers and as a member of the Certification Committee at various times. A regularly sought after & entertaining speaker on sales, marketing and professional development in NZ and overseas, I am also a regular writer with a large social media following. I remain remarkably passionate about creating an advisory profession and building better businesses. I'm an innovative strategic thinker with the ability to teach people very quickly how to apply ideas in practical ways.

Fuelled by good food, great wine, laughter and the love of learning and sharing.

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