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.
Brilliant article that is a must read for any financial adviser wanting to improve their marketing and grow their business…
“…Creating virtual learning opportunities in your financial planning practice is a great way to engage prospective and existing clients and demonstrate your value as a financial advisor. It’s also an effective means of training and onboarding new staff and ensuring that your current staff maintains and grows their skills in a variety of relevant areas…”
Here is how to do that…
The topic of charging fees for delivering risk advice and insurance planning gets thoroughly worked over in this, complete with research on adviser attitudes contribution to the supposed problem….
“…While financial advisors were once primarily relied upon not only for advice but for actually placing and ensuring the settlement of the appropriate trades, the trading part of the relationship is no longer relevant because it is assumed that technology has made that process automatic. Because the trading portion of the relationship is now irrelevant, the actual advice provided by financial advisors has become increasingly important…”
Some great thinking on how the annual review process can work better for advisers and clients alike…