A thoughtful look at the past, and how professionalism has evolved, and a look into the future and the trends likely to impact upon advisory firms strategic choices…
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.
Great article about the dynamics of family businesses and some of the moeny conversations that go with it…I love the line “money is never just about money”….
Well. “…Feeling stressed? There’s no need to hide it. New research shows that exhibiting signs of anxiety may make people respond better to you…”
Advisers have the opportunity to be incredibly popular at the moment then.
A review of some of the biggest scams of recent years, and how they were put together…and unravelled…and there have to be lessons in this for any investor or adviser on what to watch for, or ask about, in the future…
“...Like the manager of a sports team, advisers can take steps to ensure their retirement clients end up on the winning side...”