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.
If you read just one article this week, then read this one. Brilliant.
“with the ongoing rise of financial planning as a standalone service, so too comes the opportunity to charge standalone financial planning fees, entirely separate from the need to implement financial services products or portfolio management…”
A challenging look at how some of the conventional charging methodology might be refined or evolve…
‘where are your potential customers going to look for your product or service. If it’s a product or service you need to make people aware of – that you want to prompt them to think about buying – where do those customers hang out in the biggest numbers?“
Insightful article based upon eye-tracking studies and research that shows it is not just what you say but “where you put it” that makes a huge difference to the effectiveness of your value proposition….
Social Media developments are just the beginning…new technologies will change how even those are being used….