by Tony Vidler        

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 @AdviserVoice

Superb article.

“…while some fundamental aspects of the engagement code remain unchanged (understanding the psychology of your client, active listening, remembering their milestones, generally being interested in their lives), others have evolved, disrupted by digital technologies, increasing consumer expectations, and even a pandemic.

The time is now right for financial advisers to reassess their client engagement strategies and review the tools they have at their disposal to drive next level engagement in a COVID world…”

How To Delegate Effectively

By @brettdavidson

What do Online Dating and Financial Adviser lead generation have in common?

By @twentyoverten

One of the best at marketing financial services provides one of her best articles on how to get the best out of your online presence to drive growth for an advisory firm…

It’s time for advice to reconnect with “soft skills”

By @-moneymarketing

At last industry observers are recognizing that there has been too much emphasis upon technical training for years, leading to a dearth of skills in the areas that make a real difference to client engagement…

New Business Models; Big Opportunities in Financial Services

Share them around please…they are too good to keep to yourself!  

P.S.  My best this week?  I think it was

This is why many Advisers (& Practices!) do not grow