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.
Go the conventional route, develop an “intrapreneur”, or become a family practice? A good summary of the different ways some advisory firms are going about engaging the next generation of clients from within their client base…
Julie floats the hypothesis that of the many advisers who plateau in production and satisfaction, those who break through the plateau and go on to significantly different levels do so because of a deliberate process – and one key question…
An excellent article exploring the links between behavioural issues, remuneration models, and positive or negative emotions (and therefore client satisfaction)….
“The words “trust” and “selling” are rarely mentioned in the same sentence, and some people feel that “trust-based selling” is an oxymoron. That says something about the relationships between sellers and their clients.” But it doesn’t have to be this way….
Todd makes the point that no matter what your particular area of expertise is these days, the reality is we all need to be technologists…and a “bit of a geek”….but then gives some great tips on where and how to hone those tech skills for those of us that aren’t really technologists
Share them around please…they are too good to keep to yourself!