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.
“Firms that are successfully navigating the changing landscape have something in common: They understand the allure of the robo advisor and embrace change by learning from it…”
For us to be effective in engaging the customer it’s critical to understand their value drivers, positioning our value in the context of what’s important to them.
The new thinking and trends in risk management and risk selection….
“It’s the advisor’s job to work out which emotion is driving the investor and assess its impact on their decision-making – and, ultimately, the portfolio makeup.” Good article on the practical uses of behavioural finance…
Good and concise analysis with pointers on how to use LinkedIn advertising effectively…