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.
…no financial planner ever said, “I’m leaving this large organisation (whose values I don’t really share) so I can set up on my own and do a whole load of business management.”
You didn’t sign up for this. You just wanted to help people by giving great financial advice….
Investors believe that in the future advisers will be a lot more tech savvy – and available on a 24/7 basis…
In the face of the 5 mega-trends hitting the wealth management industry those who spend more time managing money than being with clients are making a critical mistake…
How good are those consultants at helping institutions choose great money managers?
“Almost all wealth managers view digital capabilities as key for future competitiveness, supplementing face-to-face relationships, and boosting overall efficiency.”