Research out of the UK backs up what we instinctively know: some people are never going to be prospects for advice, no matter how low the price of advice…
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.
“…A look at the data shows where the industry’s money is being made…”
…and where the future money is to be made…perhaps…
“…The GFLEC study found that Millennials are most likely to look for advice when facing a major purchase decision or life event with long-term consequences…(and)…The study also found that 85 percent of Millennials, before a major purchase, conducted their own research …”
They definitely undertake a different buying journey to previous generations…
An interesting look at the key metrics, or areas of opportunity, for todays insurers to focus upon for growth in the face of different competitive forces…
Some great observations here on lessons learned from this year, and some of the adjustments for the future that advisory firms would want to consider…
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