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.
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 do 37 advisers under the age of 40 who are recognised as industry leaders already think that their industry will look like in coming years? Different. Very different….
While there are some good “get back to the basics” tips in your planning for your own business here, there is some great thinking and tips on understanding how and where additional capital value might be created in a practice…
“The idea that asset management is a mindless endeavour devoid of skill, art or judgement is a harmful one. Even cheap, automated strategies have varied outcomes. The humans behind the machines still matter.”
Research-based insight into what is really happening in financial services with their use of social media…and it does highlight some areas of opportunity for the savvy.
A little bit of an advertorial, but still contains excellent insight into how customer retention strategies are changing in the Digital Age, and how technology is stepping up to the mark for smart companies…