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 @AdviserVoice

This is a really interesting look into what has been driving business sales on the Australian scene over recent years…what the triggers for sale have been, and what some of the challenges are with those sales…

How To Effectively Use Lead Generation Services

By @AdvPerspectives

The 8 Key Technology Adoption Trends Amongst Brokers

By @InsuranceBizUK

A good concise summary of the the collated the views and experiences of 700 independent brokers across the UK, Ireland, Canada and the US with their investments in technology…

Social Media Becomes Vital Adviser Tool During Pandemic

By @FAmagazine

“…As the stay-at-home and social distancing orders took hold during the pandemic, financial advisors hopped on social media and kept their business going. In fact, 74% of U.S. advisors who used social media for business initiated new relationships or on-boarded new clients, according to a Putnam Investments study…”

The Best Financial Adviser Websites

Share them around please…they are too good to keep to yourself!  

P.S.  My best this week?  I think it was

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