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 @BusinessWire

U.S. based research on how advisers are re-thinking their growth plans and business lines in light of this years big shifts has some very interesting insights on where there may be opportunities…or opportunities that may have disappeared…

Long-Term Covid Putting Pressure On IP Claims & Premiums

By @RiskInfoNZnews

The Seven Deadly Sins Of Business Sellers

By @riskinfonews

The first half of this article on the “deadly sins” is good…but the second half on “management succession issues” is particularly useful…make sure you get to read that part of the article!

How The Financial Planning Process Differs For Younger Clients (Not “simpler”, but different complexities)

By @MichaelKitces

“…while younger clients may have less in the way of investments and assets, they still face substantial complexities when it comes to their cash flow itself…”

It does appear to be an area of un-tapped opportunity for the financial planning profession, but it DOES have to be approached a little differently because the planning issues are different…

The Best Productivity Tools For Advisers

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

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

How To Coach Your People To Greater Success