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.
How can you align the discrepancies between what we think clients want and what they do actually want? The answer lies in having the right sort of conversations…
In a similar vein (but with a whole different focus), here is the difference between what consumers say they want from a professional and what the professionals managers think the consumers want….
An interesting look at “the 7 traits of great Adviser-Owners”…
“Despite the countless articles, research studies, and books published on behavioral finance and its impact on financial advice, very few writings provide actionable insights for how to incorporate these concepts into client relationships or the fundamentals of investing…”
But here are 4 things you can action.
Some insights from the Australian scene on impacts of regulation and shifting market conditions on perceived risk, adviser numbers, and issues for advice…