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 burgeoning issue for all advisers is how to recognise clients who may be vulnerable, and then how to handle the situation, and this superb article discusses the issues, signs and has some suggestions…
It’s an issue alright.
How we do business has certainly been changing rapidly…remote working, outsourcing, using tech more…and in amongst that is the increase in the development and use of paraplanning to support the client-facing advisers…
This article looks at an Australian advice firm that decided to specialise in just doing insurance and how that narrowing of the focus has led to growth in a variety of ways…
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