Speaking of marketing, this is a great collection of resources and ideas for financial advisers – there is sure to be something for anyone/everyone here….
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.
Something to add to your marketing?
“…Financial advisers coaching clients through the pandemic with a disciplined approach to investing have added approximately 5.2 per cent in value to client portfolios…”
An interesting read on likely trends following nthe pandemic, taking into account how things have panned out so far in wealth management particularly…
“…Overall, the results show that people are still expecting healthy levels of income and returns from their investments in spite of the global market disruption. In the immediate term, people’s investment behaviours have appeared to shift and their attitudes and expectations have also been affected. Additionally, the pandemic seems to have a long-lasting effect, with many investors looking to save more for retirement and prioritise saving over spending.…”
A very good little article on the power of “education” as a marketing strategy for financial advisers...