With the lack of development of “soft skills” in the last decade many of the concepts here might be entirely new to some advisers, but even for the veterans there are some great suggestions here on how to use questioning techniques more effectively and improve engagement from clients and prospects alike…
by Tony Vidler 
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.
The picks for professionals have been:
By @BertShlensky
An excellent read:
“…In order to benefit from risk, you need to define what risk is to you. Some people view risk as the “potential for harm or hazard” (think bungee jumping). I view risk as an “uncertain circumstance in which one manages to maximize the gains.” But, how do you maximize the probability of success?…”
21 Questions To Ask Clients & Prospects (and how to structure them for better client engagement)
By @MichaelKitces
Ten Adviser Websites That Stand Out From The Crowd
By @XYPlanning
If you are looking for ideas to stand out from the competition it pays to check out how those who are considered the best are doing it, and here are some cracking examples of advisory firms doing it very well indeed…
Want To Create Loyal Customers? Get On The Bleeding Edge Of Data Security
By @TechRepublic
“…The COVID-19 pandemic, in which sharing personal data has become an essential part of tracking the spread of the virus, hasn’t budged most people, either: 51% are still unwilling to share personal data for any reason. Respondents also cite privacy as a top consideration for their loyalty to a brand…”
Global Wealth 2020 Report: The Future Of Wealth Management
Via @responsiveai
Here is an excellent read of the collective thinking of a number of experts and industry CEO’s on how the future might be shaping up given the overall developments of the last 20 years, and the impact of the last year….
Share them around please…they are too good to keep to yourself!
P.S. My best this week? I think it was
Consumers Won’t Use Financial Planners Until They Know What We Do
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