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How to make Effective Recommendations
What other people say...
The best measure of whether someone can add value, especially someone who coaches, is what other people are willing to say publicly and put their name to. Here's what people who have worked with Tony have to say...
Check the Strictly Business SOLUTIONS - COACHING page for information on personal coaching and mentoring for financial advisers, or a business mentor for a financial adviceor financial planning practice.
Tony's got that great combination of real world experience, theory, ability to communicate effectively, and a friendly, funny, helpful personality. His blog and videos are a gold mine of practical tips for financial advisers, and he's an entertaining and knowledgable speaker. If you're an adviser, and not subscribed to his blog, you're missing out on free training that's more helpful and actionable than your collection of CPD points.
Susie Munro, Principal, Sixpence Media
"Tony has brought with him an immense knowledge both in our financial service industry and that of a business coach. His style is very fitting, being able to adapt to many types of personalities, ensuring his message is precise and relevant. His knowledge of compliance is outstanding, making it relevant and in context.
This has helped our organisation navigate our way through the changes and ensure we remain client centric. I would recommend any financial advisor engage with Tony on a regular basis to ensure their business is meeting best practice, having this imbedded in their marketing strategy and to remain relevant with their clients’ needs, both today and in the future."
Having worked with many people in the Financial Services Industry over 25 years, not many have left a positive Legacy in not only my Business but for me on a personal basis. Tony has shared & helped to Implement ideas & concepts that are not only fresh, but also creative & very fit for purpose. His tools & teaching methodology are one of the reasons he is highly regarded as one of the best in his field in New Zealand & Australia & Tony is someone I will continue to consult with over the years to come.
Keith Kerr, Registered Financial Adviser
The content that Tony provides and the method with which he delivers it is of an outstanding quality. Tony also provides a huge amount of additional information with his courses which are immensely valuable to those seeking to learn more.
I highly recommend any person in the Financial Adviser or Finance industry make contact with him today. Tony will tweak even the sharpest business.
Rupert Gough, DipBusStuds(Econ)
Mortgage and Financial Advisor
As my business coach throughout 2013, I was extremely pleased with Tony's approach and style. He has a creative flare that fuels new ideas, and also builds in the structure and process to ensure the ideas are brought to life. Tony is a straight shooter and will tell you what you need to hear. He's also compassionate and will take time to understand your entire situation. If you need positive results in your business then I would highly recommend Tony Vidler.
Tony has coached with the TNP Academy programme in 2012 and has achieved some fantastic results with his individual clients averaged API growth in excess of 40%. Tony brings a level of professionalism to the industry that sets him apart from so many of his competitors. This combined with his commitment to results helped his coaching clients take out the top individual prizes at the TNP Academy Awards this year. Not only that Tony’s coaching clients scooped the pool in the open category placing 1st, 2nd and 3rd! Top performance is never a matter of luck, it’s a matter of choice. If you want results then I would recommend Tony Vidler.
Dr Dave McMillan, Director of Development, The National Partnership
Tony has a great grasp of balancing the various demands of stakeholders. He takes a considered approach to dealing with sensitive issues, always with a view to good policy and governance, and as a chair at board meetings deals with the inevitable tensions and issues with a professional approach.
Peter Lee, Head of Adviser Support, Onepath.
(ex-CEO, Institute of Financial Advisers)
Thoroughly professional, knowledgeable, and an excellent strategic thinker, Tony is across all the issues facing the industry, and has well-structured analysis to support cogent and comprehensive responses to the changing environment. Apart from a natural communication ability, Tony has excellent relationship management skills, a thoughtful approach to complex issues, and has proved to be an outstanding resource for advisers and financial services industry operatives. Having consulted with Tony on a number of occasions involving many issues, I have no hesitation in recommending his input as constructive, creative, and valuable.
David Whyte, Director, IPD Ltd
Tony has worked with us at TNP in his professional capacity at Fidelity Life. I have always valued the input Tony has made to us. His knowledge of the changes our industry is going through right now is invaluable. He has helped us imensely in getting to understand the environment we are dealing with. Tony is a passionate committed individual.
"Tony really stood out for his enthusiastic, energetic leadership at a time when many advisers were struggling with the additional demands the introduction of regulation has brought, as well as the challenging market environment"
Tony brings an incredible perspective for coaching advisers, thanks not only to his extensive experience working with advisers over the years, but also due to his volunteer work with the Institute of Financial Advisers, and his efforts to connect with advisers globally and bring home ideas, concepts, tools, and techniques that can be applied in New Zealand. Be certain to connect with Tony if you have the chance... or at least follow him virtually through his Financial Adviser Coach blog!
I have worked with Tony for the past 2 years where he has provided me with a wider insight into marketing, personal development, and strategic development. I have found his to be very insightful and he has challenged me in many ways - Tony has a very broad knowledge on management and has a unique way of helping me develop in new areas.
Jeff Goldsworthy, Goldsworthy Financial Solutions
I instructed Tony as an expert witness on a contentious trauma/TPD claim which were subject to High Court proceedings. I was very impressed with Tony's knowledge, and the quality of the work he provided. I will most certainly use Tony in the future, and have no hesitation recommending him as an expert witness in health & life insurance issues.
Richard Hern. Principal, McElroys Solicitors and Barristers.
Tony brought a unique combination of professionalism and practicality to his approach rarely found in the industry. Having been in the advisory business himself enables him to understand the issues facing advisors, and, more importantly, offer valuable practical insights to improve both personal and business outcomes.
Glenn Read, AFA, CA. General Manager, ACM Ahlers Health & Life
I have engaged Tony on a number of professional matters, both informally and formally over the last 12 months.
Tony understanding of the professional environment we now operate in and the standards required is first rate. More importantly for me, Tony can deliver this in an overlay that is practical and purposeful.
His informal advice in matters has been invaluable and insightful. His formal advice has been clear and proficient to the purpose in which Tony was engaged.
I have no hesitation in recommending Tony as an Adviser to the Advice Industry.
Tobias Taylor, Director - Barnes Mossman
Tony specialises in individual coaching to help financial advisers achieve outstanding results. During his 20 years in the financial services industry he has accumulated a wealth of knowledge which he is able to impart to his coaching clients. His fortnightly complimentary E-zine Tips Traps and Trends is a valuable resource for any financial adviser. I can confidently recommend Tony's practical approach to anyone in this industry wishing to improve their business.
Barry Vincent, (ACC) Accident Compensation Corporation
Tony is an astute, experienced manager with a thorough knowledge of the investment industry. He is particularly strong in strategic analysis and communications. He is optimistic and relates well to people at any level.
Rowan Hill. (ex) CFO, Fidelity Life
Tony patiently assisted me when I got really stuck, and made a huge difference to my overall understanding. I was fortunate enough to have three full months with little workload to teach myself, but if you don't have the time and the marketing passion, I reckon (and in hindsight reckon for myself too!), that it would be far easier to sit down on a regular basis with Tony and pay him to teach you the wonders of social media. I highly recommend him as a business consultant, very personable, patient and tolerant
Carey Church. KiwiSaver, Insurance and Financial Planning Expert at Moneyworks NZ Limited
Tony has mentored me in my work as a risk adviser for the last 9 months. I have been really impreseed with his depth of knowledge in the profession and great practical tips when I have needed help with particular issues. He provided me with the right balance of patience and motivation. I can strongly recommend him as a mentor to anyone who is serious about wanting to be the best they can in this profession.
Wendy Hamilton, CLU. Crombie Lockwood.
Tony understands the issues facing financial advisors today. He appeals to a wide cross section of advisors and as a result, can challenge people to rethink their game plan.
Greg Sibthorpe. National Sales & Compliance Manager, Aon New Zealand
Tony's vast experience and creative thinking are valuable tools for those who have the opportunity to involve him within their business. Tony is an energetic motivator and provides practical and strategic assistance. I have always found Tony to be honest, thoughtful and sincere. It is refreshing to be associated with someone who makes himself readily available.
Christine Connelly. Adviser/Director, CC Consultancy Ltd
Tony presented a session entitled "The New Sales Funnel" to our NZ wide adviser group -Planet Financial Services Ltd. The session was an excellent overview of the benefits and potential pitfalls of using all of the various lines of social media to promote your business and services. This is a very topical subject that many struggle to understand and utilise to their benefit. Tony is knowledgeable in this area and was able to pass on his knowledge in manner that was unstandable and meaningful to our members and advisers. A very beneficial session.
Tony Caldwell, Director, Planet Financial Services Ltd.
The first time I meet Tony was at the Gold Coast AdviserEdge Conference in 2013. He presented a wonderful seminar on Marketing and Creating a Brand for yourself and your business which left the audience wanting more! His professionalisim and knowledge in this field is also highlighted with very informative newsletters that are sent out, that are always interesting to read. Tony is very easy to talk and his public speaking skills keep the audience engaged and interested right to the end!
Shakira Moss, Doodler Video Scribing
Tony is a highly motivated deep thinking and creative individual. His input will make encouraging self improvements. As a business coach his involvement will result in improved business outcomes.
Noel Charles. President, Life Brokers Association
Tony works hard and is confident. He transfers these traits, its infectious! He's generous. He continually demonstrates his ability to grasp and understand the financial industry issues and very generously shares this knowledge. He makes good use of the social media and technology which enables him to be very accessible. As a presenter, Tony is fluent, engaging and professional. He stays on track and fits in a mountain of relevant information with ease.
Rosemary Hassan, CFP. Owner, Hassan & Associates
Tony offers valuable expertise and has the experience in the real world as a self employed financial adviser and the corporate world too. Given the amount of change and the new regulatory environment in financial services, Tony's work is invaluable both for training and as my business mentor.
Lawrence Diack. Owner, Saving Kiwi's Financial Solutions Ltd
The most relevant and practical training I have attended in a long time....briliiant and it filled out a lot of the missing pieces for me in the advice process.
Nick McCorkindale, AFA. Owner, Mortgage Minders
Tony is the most professional and most highly respected business partner in our industry. His knowledge and experience is legendary, and readily accessible. This industry needs more leaders with his passion.
Steve Benton, CFP. Director, HFK (Rutherford Rede) Ltd
Tony is outcome focussed but strongly process oriented. His communication skills are well honed, he understands the psychology behind his management and sales tactics, and is well suited to dealing with potentially confrontational situations by virtue of skill set and personality type. I have the utmost respect and admiration for Tony.
Mike Barnes. Director, Kinetic Planning Ltd
Tony was very productive in his time with Fidelity Life. His versatility allowed him to pick up quickly the demands of the new roles and make an immediate impact. During this time he had to deal with some difficult issues and he was able to resolve these in an effective manner. Tony is a very positive person who likes structure in the way he operates. He is a very good strategic thinker and one of the most knowledgeable people in the life insurance industry. We were sorry to lose a person of Tony's talents but are looking to retain our relationship with him into the future.
Milton Jennings. CEO, Fidelity Life Assurance Company Ltd
Tony approachs the changing and challenging issues facing the financial services industry with a sensible, logical outlook that shows not only his experience but his expertise in the field. As a business coach he invests himself fully to the individual or practice he is working with and is both honest and "real", providing motivation along with practical and strategic assistance.
Toni Dodds, Regional Development Manager, Tower NZ
I have always been impressed with Tony's professionalism, his work ethics and integrity, his ability to work with others and his ability to finish tasks. Tony is among a select few internationally who hold possibly the highest formal educational qualifications in the financial services profession. These have been achieved by dedication and self motivation over several years. He has served tirelessly as either a member of the board of the Institute of Financial Advisers or as a member of the Council including sub committees for many years. Tony is an outstanding professional who is willing to share his time and his talents to grow the financial services profession and its people.
George Elkington, CFP. Past President, Institute of Financial Advisers
Tony is extremely knowledgeable, and able to make complex information easy to understand. He is very professional, honest and up front, and it is a pleasure to deal with him.
Carol Garrett. Director, UK Pension Transfers Ltd
I've worked with Tony as a colleague on the Institute of Financial Advisers Board for 5 years. Tony is dedicated, hard working and absolutely committed to raising the standards of professionalism for financial advisers to better serve the consumers of NZ. He's never afraid to ask the hard questions and he's a very sharp strategic thinker, but he influences people rather than imposes his thinking on others, and is co-operative and fun to work with.
Lyn McMorran, CFP. Area Manager Southern, Westpac Private Bank. Past President, Institute of Financial Advisers
Tony has the best insight into how the new regulatory regime will work in our industry of anyone I've met at a life company. His clear thinking and relentless focus make him a great asset.
Russell Hutchinson. Owner, Chatswood Consulting Ltd
I think Tony's most striking attribute is his intellect. The string of letters after his name give a clue, but confirmation of a prodigious mind is gained after just a few minutes conversation with him. Tony has a long experience in his chosen field, as an adviser at the "coal face", from where he developed a successful team within his advisory practice, before moving into his managerial role at Fidelity Life. There he deals with the many technical issues involved in overhauling older style savings and insurance products to make them more competitive within the current investment and insurance environment. In this capacity he has the daunting task of satisfying the expectations of the consumer, the servicing adviser and the product provider, all against the backdrop of massive regulatory change impacting the financial services industry, through which Tony moves adroitly as a positive force majeure.
Ross Barnhill. Self employed Financial Adviser
I have worked with Tony for three years now and find him to be an extremely good communicator and great strategist. He has the ability to take any issue and look at it critically and then develope strategies to deal with it effectively. Tony is a very direct person who I feel has a great ability to get people on side and moving in the right direction. His work and knowledge in the professional development sphere is well respected as well.
Nigel Tate, CFP, CLU, F Fin. President and Director, Institute of Financial Advisers
I have known Tony for over 15 years and have had dealings with him in many different roles. I have always enjoyed dealing with Tony because he is a straight shooter who has the ability to think at a strategic level, yet understands the impacts of strategy at an operational level. He is passionate about the advice industry, a trait which we share, and is able to add value where ever he gets involved. I have no hesitation in recommending Tony.
Barry Read. Director, IDS Ltd
Tony has an uncanny strategic ability and skills to see the "big picture" while not ignoring the details. He is personable and easy to get along with but has a clear vision of what is required in his role. I commend Tony to any role he feels confident to undertake and I would happily work with him again at any time.
Garth Clarricoats. Director, Optimum Professional Services Ltd
During my two years working with Tony I have experienced a number of qualities; Tony is prepared to listen and has thoughtful and constructive opinions on subject matters. You can rely on Tony's honesty, his word, integrity and confidentiality. Above all, Tony gets along with anybody - this quality is rare and is what makes Tony such a great person to work with and create a friendship with.
Mario Juran. Director, Arbitrage Wealth Management Ltd
I worked with Tony as a fellow director at the Institute of Financial Advisers. Tony's contribution was always useful, measured, and well considered. He thought at a strategic level but was also supportive and considerate of management. Tony got on with most people, but was also prepared to raise important problems in a sensitive way. I would be happy to recommend Tony as a board member in many areas of business.
Ferne Bradley. Owner, Mackintosh Bradley & Price
I have worked with Tony as part of the Financial Services Industry Association collective - FAANZ. Tony is a strong team member with the ability to provide clear and concise strategic thinking. He has very strong interpersonal skills that allow him to communicate clearly with a wide range of people and certainly lead industry groups.
Darren Pratley, BCM. Chairman, New Zealand Mortgage Brokers Asociation
I have had many occasions to talk with Tony and have always gone away with a sense of enthusiasm. Tony is extremely knowledgeable in a wide range of areas and is always prepared to share his experience.
Phil Holland, BMS, CFP, CLU. General Manager, Financial Independence Ltd
Tony is able to make complex information simple and easy to understand. Highly professional, thorough in his knowledge and able to use it effectively to impart appropriately, inceasing the knowledge of the audience, be it one or many, motivating them to increase levels of business production.
Sandra Clark. Director, Pastures Green 2009 Ltd
Tony has in depth knowledge of the insurance and investment industry in NZ, its challenges concerning legislative changes and the future for advisers. He has experience both as a working adviser and in management roles, and has provided sound advice regarding running our business, future planning and adviser training.
Eru Manuera. Owner, Insurance Solutions
I have worked alongside or in relation to Tony for at least 20 years. He stands out as a very professional and well educated person for his various positions and is well respected in the industry for his knowledge, in particular with upcoming changes the industry is currently faced with.
John Campbell. Owner, CII Group
I have worked with Tony both as colleagues for the same company many years ago, and as my BDM at Fidelity Life. Tony is the most professional, thorough and challenging BDM I have ever encountered in my 24 years in the industry. He is always ready to help with advice, challenge your thinking but support your final decisions on things. His industry knowledge is second to none and I have great respect for his abilities to mentor and assist others to achieve their goals.
Michael Bennett. Owner, Acorn Insurance & Investment Ltd
I have known Tony is his roles as a business owner, and at Fidelity, and in the IFA management. He is a thorough professional in all he does. He is a detailed, clear and thoughtful student of our industry. Tony is always willing to share his knowledge and help others to develop their professional approach to financial advice.
Greg Hart. Owner, The Sterling Group
I have known Tony Vidler for several years and I have great respect for his ability, perception and understanding of governance and other corporate issues. While Tony has a strong and decisive nature, he has the ability to work as an effective team member. I have confidence in Tony's ability to resolve issues and problems both inside and outside the square.
Kevin O'Gorman. Owner, Christchurch Insurance, Investment and Superannuation Ltd
Tony as Managing Director was always well organised, and an excellent time manager whose skills ensured a smoothly run team. A believer in continual upskilling of himself, and this rubs off on those he works with. He has motivated me to continue my education and progress within the industry. As a team member/adviser he willingly shared his knowledge and expertise with those lesser qualified and experienced.
Paula Margot, CLU. Owner, Future Life Solutions Ltd