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.
Some fabulous research is coming out of Australia showing the difference in claims performance when an Adviser has been involved in the process…there is no doubt that advisers make a difference to product suitability and performance!
Great suggestions here on strengthening the Due Diligence process, and what buyers are now considering and interested in, when looking to transfer ownership of an advice book of business…
While written specifically for lawyers & law firms, the observations, trends and suggestions here are just as applicable for financial services…
“According to PWC’s report ‘Sink or Swim: why wealth management can’t afford to miss the digital wave’ – which draws on interviews with wealth managers, CEOs and fintech innovators, and insights from a survey of 1,000 high-net-worth individuals (HNWIs) worldwide – only a quarter of wealth managers offer digital channels beyond email…”
Hhhmmmmm….some folk have to lift their game then.
Some very interesting insights and perspectives on trends in advisory firm business structures…