What I Do!

In 30 Seconds

You must install Adobe Flash to view this content.


Quick Tip:

Build a GREAT Practice

News that really matters for Advisers...


Some things that are happening,
some things that have happened, 

and just some interesting things...

...that will help your business make more money!

To find something in particular on the website:

While you are researching...research us too...

Adviser Performance, Practice and Profitability.

It's what we are about   p_1.png


...but see what others say about it and then make up your own mind...


Great articles with good ideas...

NZ Dealer Group shift - simple fee & full commission to adviser

Using the 10-30-60 Rule

Investor Preferences Undergo Lasting Transformation from Pandemic

mySolutions Membership Deals and Value Calculator.xlsx

Lessons From 21 Years Of Benchmarking

Client Engagement In The New World Order

SOA Myths & Mistakes

Is A Financial Adviser Worth The Cost?

Financial Services Frauds: Such A Nice Guy

The rise of annual advice agreements

Leveraging the technology ecosystem

Augmented Automated Underwriting

Why Insurers Need To Care More About Customers

Reassessing Your Practice

Succession Planning For Private Companies

Do the Wealthy Respond to LinkedIn Approaches?

Protecting Clients In The New Decade

4 Drivers Of Successful Advisory Firms

YOU Are The Guru To Your Clients

Challenging a Will based on mental capacity

Why Budget Is Not A Dirty Word

Strategy Decides Winners And Losers In The Adviser Game

Report: Resilience & Well-being through the pandemic (Sep-2020)

Remuneration Models For Employed Advisers

Future Proof Your Business As A Hybrid Adviser

Are you ready?

Cybersecurity risks that practices face in COVID-19

Outsourcing: Complying without performing the function

Looking beyond investment management to justify your fees

Digital: Friend or Foe?

Future proofing the NZ advisory firm

Navigating a pandemic driven market

Why Planning Is Valuable To Investors

Managing The Insurance Compliance Lifecycle

Financial Plans Increase Client Satisfaction

Rebuilding NZ (June 2020)

Social Distancing Recovery

How Advisers Can Adapt To The New Normal

The Great Lockdown Market Implications

Consumers are turning to search

Charting The Disruption

Adviser Marketing In The Expertise Economy

7 Psychological Investment Traps In A Market Crisis

Make Sure Your Client Relationships Outlast Covid-19

Why goals-based advice?

Impact of COVCID19 on the Insurance industry

How Financial Advisers Can Improve Client Engagement

Charts for times like these

Translating Cyber-risk For The Boardroom

6 Steps In Emergency Planning For Companies

How One Regulator Is Thinking About Advice

Measuring The Quality Of An Advisory Practice

Research Reveals That Annual Reviews Are The Key To Client Retention & Referrals

Data is transforming the financial services industry

CRM Systems & Financial Advice

Why Have An Advisory Board?

General Insurance Update 2019

Overcoming Obstacles To Ethical Behaviour

Rethinking Ethics & Conduct

What's on the minds of insurance company CEO's

Regulatory Impact: Australian Adviser Musical Chairs (Q3 2019)

Australian Code-of-Ethics An Impossible Puzzle

Why Your Technology Should Be An Extension Of You

Value Trumps All

Emerging Risks & Opportunities In Insurance

Consumer Disloyalty is Sweeping the Globe

The Digital Investor: Financial attention through multiple digital channels

How Technology Can Help Insurance

Attracting high net worth clients: Women & Wealth Management

Risking Everything: How New Zealanders Manage Risk

Access To Advice: how effective will reforms be?

Pricing & Fee Strategies For Financial Advisers

AI challenges in financial services

Planning for the third phase of retirement

Why You Need Digital Estate Planning

Welcome To The Era Of "Beg Data"

Guide To Business Insurance

Most Expensive Health Insurance Claims (NZ) 2019

The Evolving Role Of The Retirement Adviser

Simplified Guide To Fixed Rate Bonds & Duration

Advice Culture and Remuneration

Customer Lifetime Value Accuracy: Are You Overestimating or Underestimating This Key Metric?

Thematic Investing: Investing in tomorrow

Global Regulatory Outlook 2019-2021

Can Ethics Be Taught?

The Power of Planning

Wealth Management Top 100 Influencers Globally

Marketing Predictions

The Evolution of a Great Financial Adviser

The difference between good and great advice

Income Protection and the economic cycle

The Value of Advice

Can You Make More Sales By Making Everything Free?

Media evolution means adjusting communication

Empowering Client Service With Personalisation

Go Slow In Order To Go Far

Relationship Between "Knowing your client" & Business Performance

Consumer experience of financial providers conduct

Digital Marketing Survey 2018

Blending Factor & Indexing Strategies

Disruption in Insurance

Everything you need to know about best interests duty

Selling "Hand Holding" As Your Value Proposition

Sustainability & the Future of the Advice Profession

A fork in the road: Value Investing

Want Loyal Customers?

Disruption in Insurance

Does Sales Coaching Work?

The Profession of Financial Planning: Past, Present & Future

How To Give Financial Advice That Sticks

Keep your clients close...and your A-clients closer

Practice Growth by Design

Jargon is your enemy...

Stop Trying to "Close the Sale"

The Potential Pinch of The Royal Commission

Looking ahead to possible Financial Services reforms

The Future of Financial Services

The Value of Financial Designations: A Consumer Perspective

Insurtech (Australia) Ecosystem Report 2018

Understanding Cryptocurrencies & Their Implications on Financial Planning

Will on-demand insurance become mainstream?

The Next Generation Of Advice

IOT: The Internet Trends Report 2018

Behavioural Finance: Emotions Get the Best of Even Experienced Investors

Modern Marketing For Advisers

Insurance Sector Briefing: A Perfect Storm Of Disruptive Change

Life Insurance & The Consumer Behaviour Transformation

Advancing An Industry: Accelerating the advancement of women in Financial Planning

Stop With The Phoney Slogans

Breaking Digital Ground In Life Insurance

Connecting Dollars To Digital: The ROI of Digital Marketing

Collecting personal data? Thought about GDPR?


Transparency not low fees drives consumer loyalty


Life insurance: The case for change

Genetics: A testing time for insurers

The Financial Advisers Guide to AI

The integration of wearables & insurance

Staffing Your Advisory Firm

50 FinTech Startups Disrupting The Industry

Insurance Disrupted Through Exponential Technologies

Robo-advice: Do You Get What You Pay For?

The Modern Face Of Advice

The Irresistible Seduction of The Process

How The Human-to-Human Connection Helps Facilitate Positive Behavior Change

Invest;  Create; _Perform: The 3 Dimensions Of Growth In The Digital Age

Connecting Dollars To Digital: The ROI Behind Digital Advice

Streamline Processes: Boost Profitability

Do I Need a Robo Solution?

How to thrive in the new advice world

Performance fees hardly worth it

4 Fatal Assumptions In Practice Management

Does your value proposition need to be turned upside down?

How robotics can deliver smart wealth advice

Professional Standards: Opportunities On The Horizon (from Aust)

The Price is Wrong. What Next for Wealth Advisory Fees?

Reimagining Insurance Distribution & Agency Management

Digital Disruption: Is The Advisers Value Under Siege?

Special Report: Financial Advisers Thriving In The Digital Age

Loss Aversion, "FoMo", Anxiety & Mistiming

Tracking The Alpha Female (6 techniques for advisers in pursuit of female investors)

Why Do So Few Individuals Seek Professional Financial Advice?

The Dramatic Decline Of Risk

Behavioral biases and the hierarchy of retirement needs

What Most Companies Miss About Customer Lifetime Value

1% Rule: Why So Few Get Most Of The Rewards

The "Internet of Things" is Transforming Industries

Managed Portfolios: a sound investment in clients & your business

7 Tricky Questions & Answers You Must Know About Marketing

Challenges In Pricing Risk Advice

Fees at a Crossroads

What Investors Want From Their Robo's

Playing a game (in funds management) to learn what works

Can a Disruptor grow 10x faster than an Incumbent?


How much does employee turnover really cost?

The Value in Governance Revealed

The New Financial Client

Advisers Need Document Management

Remaining Relevant to your customers in 2020 (from US, but good)

The 1 Salesperson Who Will Never Be Replaced By AI

Social Sellers vs. Non-Social Sellers

How the UK Commission Ban Increases Demand For Financial Advice

The Profit Squeeze All Advisers Face

Getting from "Trust" to "Loyalty"

How much time and money should you spend on marketing?

Top Personal Branding Tips for Thought Leaders


Top 250 financial services online influencers that you need to know

Tony Vidler: tony@strictlybiz.co.nz