…and to back up the story above, some different research throws up consistent conclusions – but this article goes on to explore what that means in terms of service offers and deliverables for advisers too…
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.
According to a survey done recently some of the changes to the way clients and advisers communicate and do business which changed due to the pandemic are here to stay…
This article is a must read for advisers. It is an excellent exploration of one of the biggest challenges facing many of our traditional clientele AND many advisers…
“…We would like to think that investing is a science, but, alas, it is not. Water freezes at 32 degrees Fahrenheit. Light travels at 186,000 miles per second. When you throw a ball into the air, gravity always brings it back to Earth. We look for similar rules in investing.
There are none…”
hhhhhmmmmm…..food for thought here.
“…If you haven’t touched your website in a year or more then it’s likely your technology is lagging. But more importantly, you may be losing customers. Still unsure if your website is past it’s prime? Our team has put together a list of the top seven signs your website may be in need of a redesign.….”