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.
We all know that some things will change forever in how we work after all the lockdown adjustments, but which things? What is temporary and what is permanent, and what should advisory firms prepare for as a “new way of working? This article goes a long way towards figuring it out and providing some practical thoughts on the way ahead for advisory firms…
“Clients rated the idea of an ongoing review with their adviser as basically 11 out of 10. They liked it a lot.
However, what they actually received from their adviser at review time, they rated only 3 out of 10.
So why the discrepancy?”
I couldn’t agree more…personalisation is the key to success moving forward.
This is an excellent whitepaper on issues and challenges for advisory firms and where the opportunities are for the future…
“…People of all ages are now adopting a ‘millennial mindset,’ where they’re increasingly trusting their own research through various channels – primarily digital – to source information ...”