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.
Another great and practical piece of advice on how to run your advisory business better from the consistently valuable Brett Davidson – you should follow this guy if you’re trying to grow an advice business.
“…many financial advisors still do not have a framework to describe their service model to clients, even though they spend a tremendous amount of time researching investments, preparing portfolios and conversing with clients.
I want to offer a borrowed framework from a past colleague built on three descriptive words: Guru, Guide and Gladiator….“
“The adoption of advice technology is paying significant dividends for advice practices, with the latest Netwealth Advice Tech Report revealing that it can generate an up to 20% advantage for the firms that do…”
Clearly it is worth investing in improving efficiency. Who knew?
It turns out that there are good reasons for feeling that running virtual meetings is harder…they actually are. The insights given here will help make them a little easier for the future though…
Some great insights here on what to watch out for when running a practice…