Sounds like they are asking for everything doesn’t it? But it isn’t quite like that…some interesting data here on how consumers are perceiving value, and their satisfactioin levels, and what really concerns them about cost…
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.
Well…who would have expected this:
“…those practices who engage with a coach etc on a regular basis, are achieving a higher level of profitability when compared to those who don’t…”
Undoubtedly one of the big trends in the advice world is the evolution and inclusion of the “wellness” concept into planning, and there is good reason for that as it:
“…will not only allow advisers to provide more relevant advice and product solutions, it will allow a much more holistic – and enduring – relationship to exist between adviser and client. More engaged clients in turn are more likely to appreciate the value of the advice they receive and are more likely to become advocates for advice…”
For any adviser wondering aboiut the merits of social media for their business and which particular channels might work for them, this is gold…
Becoming THE authority in your specialty or target market is the ultimate positioning for any adviser, and in reality any nearly adviser can choose to to become that authority, especially if you follow the advice here…