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.
Superbly detailed thinking on the most pressing of trends which are affecting advisory practices in many countries…well worth the read!
The findings of a wide ranging survey into what consumers want, and how much they trust their financial services providers, are provided…
Increased margin squeeze for advice practices and financial services firms do not look like slowing down, and the question on everyone’s lips is “how to reduce costs and maintain margin?” Is offshoring support services really worthwhile in the bid to reduce costs?
Enough research has been done showing that social media works as a marketing tool, and “numbers tell financial advisors a compelling story – to grow their businesses, they need to ramp up their digital marketing efforts, especially via social media.” This is an excellent start…
“As firms and advisers look to adopt and market automated digital advice services, it’s important that they understand who the potential early adopters are…”
Share them around please…they are too good to keep to yourself!