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.
“It is “accepted wisdom” that the best way to grow an advisory firm is through referrals. Of course, that means brand new financial advisors have to hustle harder to get their first few clients – because they don’t have anyone to refer them – but even for those in their early years, once there’s a critical mass of clients on board who can refer, it’s supposed to be smooth sailing from there. Except that it isn’t anymore…”
A great article which considers the trends in digital together with the requirements for a financial advice practice, and where budgets might best be allocated…
“Since Google has the lofty mission of informing the world, it makes sense that they obsess over how we all consume information. Here is how they view the shifts in consumer behavior over the past few decades…”
“When your clients see the fees, will they expect more from you and your team? “ The answer is “yes” of course…so what do you need to think about doing?
With the insurance industry “ripe for disruption” what are the 9 areas where digital technology are most likely to have a masive impact?
Share them around please…they are too good to keep to yourself!