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Big Ticks: The Best Stories For Professional Advisers This Week
Tony's BIG ticks

Big Ticks: The Best Stories For Professional Advisers This Week

November 28, 2020
Marketing Ideas & Professional Services & Sales & Marketing for Professional ServicesTo Be a Recognised Expert You Must Be Willing To Be A Target Compliance & Practice ManagementWhat to consider when selecting a CRM system
by Tony Vidler  CFP logo   CLU logo  ChFC logo 

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:

 

Young Investors Want To Increase Their Adviser Use
By @ThinkAdvisor

Good news in a challenging year:

“Investors are keen to expand their advice relationships and their use of a variety of product solutions, according to a new report from Cerulli Associates. This is especially true of those younger than 50…”

 

 

 

Investors Less Likely To Heed Advice From Robo-Advisers
By @PLANADVISER

…and some more research indicating that robo-advisers are not going to entirely replace advisers any time soon…

 

 

Insurance has transformed from a product that is sold to one which is bought
By @InsuranceBizUK

A succinct article outlining some of the great shifts driven by consumerism, technology and the abundance of information and their impact upon the insurance world…

 

 

 

Are Advisers Committing To Digital Tech? Clients weigh in…
By @finplan

hhhhmmmm….maybe advisers have not been quite as quick adopting communciations tech as they think…and almost certainly not as quickly as many consumers wish….

 

 

 

Study Highlights The Role Of Emotion In Attitude To Risk
By @evidenceadviser

“…a new academic study suggests that client emotions can have a stronger impact on risk tolerance than other variables such as age, gender and income..….”

But we knew that, didn’t we?

 

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

 

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

What To Consider When Selecting A CRM System

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