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.
Good news for financial advisers:
“…the SIFMA-Cerulli Individual Investor Project report also found that over three-quarters of these investors said they would recommend their advisor to someone else and that she or he is worth every penny….”
Signs out of the UK that advisory firms are narrowing their focus in light of the societal changes created from the pandemic…and that may just be a sign of the best way forward for others.
It is not terribly surprising how rapidly so many advisers have adapted to new technology and embedded it within their practice when it comes to engaging clients during the pandemic as advisers have actually been pretty good generally at incorporating technology into their practices. What is perhaps surprising is how that is deepening client relationships and leading to lower emphasis upon prospecting…
While this has been written for banks and other financial institutions it seems to me that there are some really good pointers here for advisory practices as well…
Delving back into bits of history unknown to most of us, such as how the air conditioner came to be a thing, Ben Carlson raises a bunch of interesting and thoughtful questions about potential future impacts on society and business from the last 5 months…a great read!