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.
“…For the one percent, a good advisor acts as a bookkeeper, a confidante, and, on occasion, a fishmonger…”
Dave shares his experience of sharing his experiences, and the impact that in turn had upon his audience – and the lessons for any professional wanting to engage their audience better…
Superb summary of the “rules of the game”, supported by excellent data and charts….
Concise and practical advice on the 10 big things that make networking just work better…
“While 60% of wealth and asset managers fear losing ground to fintech firms and 61% are particularly concerned about fintech’s squeeze on their profit margins, 17% believe there’s nothing to fear at all….”