by Tony Vidler        

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.

The picks for professionals have been:

By @wealth_mgmt

“…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… 

Why IFA’s must embrace robo advice to survive

By @_MoneyMarketing

Where Top Advisers Find More Hours To Spend With Clients

By @RIAIntel

“…A “time merchant” of wealth management explains what its advisors do differently….”

Mind The Advice Gap

By @_MoneyMarketing

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…

Consumers Embrace Digital Communication – Survey

Share them around please…they are too good to keep to yourself!  

P.S.  My best this week?  I think it was

Face-To_Face Time With Clients Fuels Referrals