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.
What is the difference in thinking between the most successful advisers, and those who aspire to be? It turns out there is quite a bit of difference in their thinking as it turns out….
Nimble startups targeting specific needs or functions within financial services are rapidly changing the way business is being done…the transformation is happening…and there are a couple of big issues with it.
An excellent article on the importance, and limitations, of risk tolerance questionnaires…
An interesting perspective in this article suggests that a professional focussed upon delivering advice that is firmly focused upon the clients best interests also has a need to run a profitable and efficient practice…
“Different regions have very different objectives when it comes to fintech development. In the West, we believe there will be relatively greater emphasis on cost efficiencies and providing investment returns, while in Asia we see more development in customer acquisition and financial inclusion. Improving customer experience and generating new revenue streams should be a priority for all.“
Share them around please…they are too good to keep to yourself!