Some research shows that advisers who embraced new tech and advice delivery methods during the pandemic tend to have happier clients. And those who didn’t? Well…
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.
“It’s time to rethink what our financial goals can and should look like…”
A great article that should get planers and other advisers thinking about how the sands have shifted for many consumers…
At last some research backs up what people like me (aged 50+) have been saying for years: don’t assume that “older” generations don’t get or won’t use tech.
After all; WE were the guinea pigs for all this new stuff…the older generation actually were the first adopters…
“Misconceptions about the hourly model are many and varied. It is criticized on financial, psychological, practical, and even ethical grounds. Many of these myths are held by practitioners with no experience of running an hourly firm...”
If anything was going to finally force insurers to re-consider how they do business and what their operations might need to look like in the future it has been this year. What changes should be contemplated, and how is the sector likely to evolve in the next decade? This article will point your thinking in the right directions….