This research out of Canada shows some distinct links between health & wealth, and as we all know that Canadians are amongst the most chilled folk generally that suggests that it is a big issue for the rest of us to deal with…
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.
Really interesting insights here from research over the last couple of years about how the more successful advisers are generating the majority of their new business and what skills they are investing in developing further….its a look into the practices of market leaders.
“The study of risk in financial services has been a “modern” concept for decades, and it has grown to encompass dozens of risk-related elements. When it comes to understanding and measuring risk specifically within wealth management, things have really heated up only in the past 10 years…”
I reckon this is an article that every adviser or practice manager should read…
“…How resilient were business models in 2020? What was the impact of the pandemic on client relationships and pricing? How did trading patterns change? And how prepared are wealth managers for the next test, particularly given recent market performance? The answers to these questions have implications not just for individual advisors but also for the executive leaders of wealth-management firms who rely on advisor growth to help build shareholder value...”