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.
The research is in and the results are compelling: if you want to work with affluent clients then there is a hands-down winning strategy for getting them as clients….
Apparently 1 in 5 investors are dissatisfied, and they are on the move. Their choices are being made easier with the pressures of fees and regulation on traditional advice models…
Excellent question is raised about what advice is really advice, and whether clients can tell the difference between “advice” and “sales”….
TA real-life experience with a missing wallet highlights how fintech and innovation in banking is making a difference to consumers…
“The problem is that the financial advice industry delivers solutions using high-cost human processes. Financial advice is expensive, or at least consumers perceive it to be. The result is an industry that delivers to perhaps just 20 per cent of the population….“
Share them around please…they are too good to keep to yourself!