A great article tracking back through key developments in the investment advice space over the decades and then considering the most likely developments to come in the next…
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 @JonLuskin
If growing through acquisition or merger is part of your thinking then you’ll find some fabulous thinking here on how to integrate those new clients…
The 2020’s Will Be The Decade Of Customization For Financial Advisers
By @awealthofcs
Life Underinsurance: From Gap To Chasm – and the Advice Challenge
By @AdviserVoice
“…Life underinsurance has been a much discussed – and debated – topic for more than a decade. Denounced by some critics for the perceived self-interest of those seeking to shine a light on the issue, recently released data confirms the underinsurance gap is not only real, and significant, it is also widening …”
Are You Using Your CRM To Its Fullest Potential?
By @AdvPerspectives
“…few firms use CRM software well and to its fullest capabilities. Many firms aren’t harnessing the business analytics and process efficiencies CRMs provide; in many cases, CRMs exist only to serve as advisors’ digital address books…”
That is so true. But some good tips on how to use it better are provided…
The Major Threat To Global Financial Security We Are Not Doing Enough About
Share them around please…they are too good to keep to yourself!
P.S. My best this week? I think it was
Get Clients To Save More By Using The 10/30/60 Rule
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