Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues 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, as they are the best I’ve seen recently.
There is so much good information for professional services made available each week, much of which I share, that it is very easy to forget to pause and reflect. Each week I select the best handful and give them Tony’s BIG Ticks as being the ones that made me pause and reflect, or think further. They are sometimes thought-provoking, perhaps insightful, maybe a great sales or marketing idea or sometimes just incredibly topical.
In the fast moving digital world that advisers now live in it can be hard to recharge and refresh properly, but here are some great (and simple!) tips…
“Meeting the complicated needs of the wealthy requires a deep knowledge of tax rules and regulations says Hedgeable CEO Mike Kane. “Technology and AI systems can interpret and learn from these rules better than humans can, without our emotional biases.”
“The “always connected” generation, it turns out, has one constant among all the multiplying channels begging for their ever-darting eyeballs.”
Professionals too often take their own knowledge for granted, and write above the level of the audiences knowledge. This superb article explains how and why it happens – and what to do about it.
This a slightly provocative article in that it challenges advisers to consider whether they need to take a little advice themselves on where or how to improve, and it raises some great questions.