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Coaching and mentoring for financial advice professionals is what Strictly Business Ltd & Tony Vidler do mostly, and best.

A key element in building a successsful practice that is often overlooked is having a business mentor or advisory board member to your professional financial services firm who can enhance the governance, business processes and strategic thinking capacity - all of which add real long term business value to a practice.

At individual adviser level significant value can be created through coaching and mentoring sales process, sales skills, or delivering sales training and providing guidance to financial advisers that builds better performance, client satisfaction and sales results.  

Genuine and unique expertise is delivered by Tony Vidler in the areas of defining value proposition (or USP); branding of both the individual financial adviser and/or the financial planning or financial advice practice; engagement marketing strategies that produce results (particularly in the areas of content marketing, use of social media, and, digital marketing); and providing templates, guides, tools and expert consultancy in building best practice financial advice process that produces better performance for financial advisory businesses.

The bottom line is we will get you more customers, and grow your revenues.

Research for NZ Financial Advisers

Information of a more academic, technical or strategic nature with a particular focus on marketing, future trends, and professional development. Some information is international, however most is New Zealand focused and will be of interest to risk insurance advisers, financial planners, and pure investment advisers.


Financial wellness in the workplace: Research 2018-2017


Customer Experience Excellence Report 2018

Behavioural Finance: Client's Perceptions of Their Financial Futures Predict Choices

Capturing Intergenerational Wealth Transfer

The Planning Gap

The Advisers Alpha: From Portfolios to People

The NZ 2012-2032 Longitudinal Study Report

Life Expectancy Shifts

2017 Elite Adviser Study

How to improve Financial Literacy

Beyond The Typical Millennial Research

The Planning Gap

The State of Consumer Engagement 2017

Identifying Variation in Client Characteristics between Financial Planning Compensation Models

The Lie of Averages

The Shortcomings Of Modern Portfolio Theory In Today's Environment

World Insurance Report 2017

What we know about Investor-Irrationality

Beyond Fintech: A Pragmatic Assessment of Disruption in Finan cial Services

Understanding Investors Digital DNA

Integrating Behavioral Finance, Psychology & Therapy into the 6-Step Financial Planning Process

KiwiSaver 10th Anniversary Report

The 4 Stages Of Investment Analysis

Choosing discount rates for retirement planning strategies

The Connected Investor Report 2016

2017 USA Planning Software Survey Report

An Evaluation of  the  Risk-Taking Characteristics of Affluent Households

The Future Of The Advice-based World

The Purposeful Advisory Firm

Thematic Investing: Emerging Technologies

From Risk-to-Reward: what matters to NZ businesses

Demand For Financial Planning set to grow

Managed Portfolio's: A sound investment

Who seeks financial advice?

The Future State Of The Investment Profession

Fintech and the Customer Experience

Consumer Online Reviews Importance (Survey Results)

How The Active vs Passive Debate Misses The Point

The Future of Digital Financial Advice

How Behavioural Biases Affect Finance Professionals

2017 High Growth Practice Study

2016 Elite Investment Adviser Study

Technological Tipping Points

How to provide higher value to clients in  a rapidly changing industry

From Trust to Loyalty: What Investors Want

The Emergence of Contemporary Portfolio Theory

Wealth and Asset Management in 2021

Asia-Pacific Wealth Report 2016

B2B Customer Experience Benchmark Report 2016

A New Deal on Investment (management) Fees

Sustainable Competitive Advantages: Consumer Preference

The Academic Failure To Understand Rebalancing

Rise of Robo-Advice

The Value of Advice Report (2012 - Canada)

2016 High Growth Firm Study (USA)

Impacts Of Conflicts Of Interest In Financial Services


FPA Trends In Practice Management

The Future of Advice: a Blueprint

2016 World Wealth Report

Why Indexing Works

Understanding Investors Better

The Wealthy: A Financial Psychological Profile

Key Shifts Mark The Path To Digital Insurance

Behavioural Insights To Improve Financial Capability

Managing the Transition of Wealth Across Generations

2016 World Insurance Report

Morningstar KiwiSaver Survey - Dec 2015.

The Millennial Mind: how content drives loyalty

Women: Investing With A Purpose

NZ Kiwisaver Trends Performance Consistency (Nov 15)

Understanding the cost of investment management

Drivers of sales performance: have salespeople become knowledge brokers?

KiwiSaver Chart Book October 2015

NZ Trends KiwiSaver Quarterly Q3 2015

All types of portfolio diversification are not equal

KPMG Report: Investing in the future for NZ

Kiwisaver at Age 8

2014 Lead Response Report

New Frontiers In Adviser Client Service

Behavioural Finance: 6 things that fuel your clients fears

The Role  of institutional investors in curbing short-termism

World Insurance Report 2015

Re-intermediating Investment Management

MJW Investment Survey June 2015

How biases affect investors behaviour

The Connected Convenience: consumer use of mobile

Risk and the equity investor

The World Wealth Report

NZ Trends: Active vs Passive (June 2015)

Fintech: Rebooting Financial Services

Designing an investment organisation for long term investing

Chasing Performance Is A Dangerous Game

Client Retention: Stay or Go?

Risk Governance Report On NZ Life Insurers

KiwiSaver Chart Book: April 2015

Risk Factors as Building Blocks for Portfolio Diversification

MJW Investment Survey Mar 2015

MJW Share Capacity Analysis

Long Term Portfolio Guide

Home country bias & Kiwisaver

Picking Winners

ACC Residual Claims Levy (Mar 2015)

KiwiSaver Industry Snapshot Mar 2015

Social Selling Survey: Does it work?

The Consumer Revolution

MJW Investment Survey Dec 2014

Social & Economic Outcomes for Disabled People (findings; 2013 Disability Survey; NZ)

Myth: Time Reduces Risk

KiwiSaver Chartbook Oct 14

Consumers Insurance Choices

How Much Hedging Do I need? MJW Sep 2014

MJW Investment Survey - September 2014

The cost of bad asset allocation

The 7 Year Switch: Kiwisaver report

Econometric Analysis of the Value of Advice In Canada

Expectations of advice

State of social marketing 2014

The Case for Long Termism

Value Of Advice Study: FPSC (Canada)

The 10-30-60_Rule

MJW Investment Survey June 2014

Financial Professionals Social Media Adoption Study 2013

Winning Propositions

Fiduciary Duties of Investment Intermediaries (UK Law Commission Report)

Use a new Geography Approach to Portfolio Construction

Focusing Capital on the Long Term

Futurewealth Report: Upgrading the service delivery

Women, Money and Power: Empowered and Underserved

NZ Trends: Kiwisaver Fund Rolling Returns May 2014

Scale & Skill in Active Management

Smart Beta versus Smart Alpha

International super scheme costs

Holistic Framework life-cycle

MJW Investment Survey March 2014

Emerging Equity Markets in a Globalising World

The Annuity Market in NZ (2009 data)

Active Ownership and Social Responsibility

2014 March KiwiSaver Chartbook Update

Factor Investing in practice

Attributing Risk by Manager

Tort Law: The Approach To The Duty Of Care in NZ

Life Insurance: Focusing on the consumer

Trends & Strategies for the Commerce Marketer

Beyond Referrals: How todays buyers check you out

NZ Trends: A Review of Net of Tax Returns (Feb14)

MJW Investment Survey - December 2013

Life Insurance: Focusing On The Consumer

Measuring the Risk of Running Out of Money in Retirement

Liquidity and portfolio choice

Deloitte: the future of financial advice

On the Stability of Risk Tolerance

The AFA today: analysis of NZ's investment adviser market

Emerging Equity Markets in a Globalizing World

MJW Investment Survey - September 2013

Managing Churn to Maximise Profits

Taxation barriers to retirement savings in NZ

Infometrics Report: Funding a Comfortable Retirement in NZ

AFA Today: an analysis of New Zealand's investment adviser market

Econometric Models On the Value of Advice of a Financial Advisor

NZ Trends - Independent Kiwiaver research Aug 2013

MJW Investment Survey June 2013

Psychology for Marketers: 9 Revealing Principles of Human Behavior

Characteristics of a professional body

Value of Advice Report (UK) 2012

Advisor Tech Trends 2013

Mutual Fund performance & the incentive to generate Alplha

IBM Social Analytics: finding opportunity in chaos

Servicing the needs of High Net Worth clients

Under Insurance: Income Protection Report in NZ Oct2012

Exploring Underinsurance in New Zealand - Massey University Research

Do individual investors learn from mistakes?

Mind the marketing gap - marketers & consumers perceptions

The Trusted Adviser - AFA White Paper

Financial Services Sector in NZ Research

Insurance 2020: Turning change into opportunity

Value of Advice (Canadian research)

What drives insurance demand?

NZ Trends: State of the KiwiSaver Industry May2013

Financial Advisers Social Media Adoption Study

Improving Risks Management

MJW Investment Survey March 2013

NZ Financial Services Sector Research Apr 2013

Horizon Poll of NZ Preferences (FSC Jan 2013)

Financial Professionals Social Media Adoption Study 2013

NZ Internet Service Provider Summary 2012

Mapping the worlds prices 2013

Financial Advisors research on LinkedIn useage

Risk management guide for small business

NZ Trends Newsletter March 2013

The value of advice: Financial Adviser value creation and remuneration

Using Behavioural Finance

Online Marketing Study

MJW Investment Survey December 2012

FSC NZ Super Recommendations 

Marketing Tactics of Elite Advisors 

2013 Marketing Trends

Global Consumer Banking Survey 2012

Global market sentiment survey report 

NZ Trends Newsletter Dec 12 

The Social Media Report 2012 

Trauma Insurance global update

NZ Trends Newsletter Nov 12 

Long term investing Report 2012

MJW Investment Survey Sep 2012

Guide to risk and risk profiling 

ASIC guide CP182 Aug 2012 

The Rise of Digital Influence 

NZ Trends Newsletter July 2012 

Financial Services Digital Trends 2012

FSC Pensions Report June 2012

MJW Investment Survey June 2012 

McKinsey Report: The social economy 

NZ Trends Newsletter March 2012 

MJW Investment Survey March 2012 

Quotemonster Research infographic 

NZ Trends Newsletter Jan 12 

MJW Investment Survey December 2011 

NZ Trends Newsletter Dec 11

Global Insurance Market Trends Nov 2011

NZ Trends Newsletter Nov 2011 

NZ Trends Newsletter Oct 2011

ASIC review of financial advice industry practice Sep 2011

MJW Investment  Survey Sep 2011

NZ Trends Newsletter Sep 2011 

NZ Trends Newsletter July 2011 

MJW Investment Survey June 2011


The Value of Advice (Australia 2007)

Ratings Agency guides

Baseline review of financial advisers in NZ

PI Presentation 2010

FOS determination 18959

Considering client risk capacity    

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.  Plenty of information on sales process, sales skills & sales training, social media marketing, content marketing and branding is available via the Strictly Business SOLUTIONS - RESOURCES and far more resources are provided to subscribers to the ADVISER LIBRARY.
Tony Vidler: tony@strictlybiz.co.nz