Big Ticks: The Best Stories For Professional Advisers This Week
Tony's BIG ticks

Big Ticks: The Best Stories For Professional Advisers This Week

June 27, 2020
by Tony Vidler  CFP logo   CLU logo  ChFC logo 

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 @wealth_mgmt

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…

 

 

Are Your Clients Talking About How Great You Are?
By @brettdavidson

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?

Great question!

 

 

In The Digital Age A Wealth Managers’ Best Weapon Is Being Human
By @Forbes

I couldn’t agree more…personalisation is the key to success moving forward.

 

 

It’s Time For A Human Capital Revolution
By @DeVoeCo

This is an excellent whitepaper on issues and challenges for advisory firms and where the opportunities are for the future…

 

 

How The Changing Customer Mindset Impacts Insurance Brokers
By @InsuranceBizUK

“…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 ...”

 

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was

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