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.
Beyond simply asking the question and defining just what an “authority” is, there is an excellent explanation of the 7 ingredients that an adviser must work upon to build that position of authority…
Great suggestions here for ANY professional services firm…read it.
Interesting insights into the actual effects of the pandemic on financial advice businesses:
“…The vast majority of advisors in the survey said they had received robust training and expanded communications about best practices for working remotely and leveraging technology.
But what they most valued was the carriers’ and professional associations’ advocacy efforts to change or reduce compliance requirements and enable them to submit business digitally rather than via paper…”
“Is there a link between intelligence and investment performance? In other words, do clever people earn higher returns?…”
An excellent assessment of why it is just as important to reach out to your team members just as strongly as reaching outn to clients in times of turmoil…