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.
“…Whatever pricing model a business operates under – whether it be asset based, a fixed dollar rate, commission, an hourly rate or a mixture – there is much more to getting the pricing ‘right’ than simply number crunching….”
…and this will help.
Some really interesting observations here on how the new digital has become the new normal for consumers and advisers alike...
Some great insights here on how best to connect and communicate with new clients, good clients, low value clients…should be something here for just about everyone!
Let’s go to the research and see what can be made of the mad markets in the last month or two…
“…the idea that something can be likely and not happen, or unlikely and still happen, is one of the world’s most important tricks….”
A really good article on the challenge of managing expectations as much as managing people when it comes to investment…