One of the best and most useful infographs for planners that I’ve seen….it is gold.
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.
“…they’ve shaken off the “slacker” sterotype and have suddenly gotten serious about financial planning…
Great insights here into what should be nextgen clients for many advisers
Another great marketing piece for advisers from Samantha Russell…very practical tips here:
“…There is a significant difference among the audience members of social media platforms. If you’ve seen little ROI from social media, you are spending too much time or money on the wrong platform….”
“….for most financial advisory firms, unless you focus on a narrow niche, it is not essential to rank nationally in search results. It’s more important to show up in search results in your local communities….
That’s where local SEO comes in. Local SEO strategies are those techniques that increase your visibility in search engine results in your local geographic area…”
This will make you think about a few things…brilliant article on how having choices creates happiness; moreso than money actually. You may not wish to pursue choices, but it is having the options which create happiness…