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When is the best time for honesty?
by Tony Vidler. I have found myself talking to several advisers recently about “disclosure” – not a scintillating topic, and one which I’d prefer to not talk about. There are many things far more...
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Choose one: Clear? or Concise? Or Effective?
by Tony Vidler When describing the ideal communication to clients we often refer to the words used by the regulators, or law, to guide us. A consistent, idealistic, principle continues to be promoted...
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Professional responsibility and the court of public opinion
by Tony Vidler As the financial advice industry positively plods its way towards full professionalism one of the many issues it wrestles with is interpreting, or perhaps defining, what professionalism...
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A financial advisers best weapon?
by Tony Vidler One of the most powerful weapons in an advisers armory is the Client Meeting Agenda. Yet, so few use them regularly…. The client meeting agenda sets up the entire professional...
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What is the point of an expensive CRM system?
by Tony Vidler An adviser who plans on being in the business for another couple of decades asked what the point is in paying for a fancy CRM database. Honest. He did ask that. He has a list of...
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