A good look at how financial advice is evovling, and the areas of clients lives that it is moving into…
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.
Excellent suggestions here for advisers heading into 2021, with all of the re-assessment that goes with it, and particularly good suggestions on how to consider invigorating the service offering of your practice…
“…Whereas advisors previously saw many digital tools, especially those around marketing as “nice-to-have” additions to their capabilities, they came to rely on them completely as most people were forced to work from home …”
Some changes are here to stay.
“…More than 80% of clients would prioritize investment protection over performance. Can advisors make them happy and achieve the returns needed to meet their goals?…”
A thoughtful piece on some systemic and societal shifts arising from the last year, and what they mean for the future of financial planning…