An excellent article discussing how blending technology with the personal aspects of delivering advice can build a better business for everyone…
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.
“…Ultimately, the Great Resignation requires financial planners to hit a moving target...”
Great advice usually involves a lot more than just running numbers and figuring out how to grow wealth, but over the last year or so the advisers role has shifted even more strongly perhaps into helping with non-financial aspects of clients lives…
“…A “time merchant” of wealth management explains what its advisors do differently….”
A great article exploring a number of reasons for the “advice gap”, and what advisers might do to help create higher levels of engagement by consumers…
Interesting survey results out of Australia shows that consumers are increasingly embracing financial advice delivered digitally…
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