“…The Covid-19 pandemic has significantly changed what is important to investors. Wealth managers should think about what that means for client relationships….”
This is true for every country I’d suggest.
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.
One of the perpetual questions that Advisers ask themselves is “how many is enough?” when it comes to client numbers…how many is too many? This is one of the best articles I’ve seen on figuring out what your capacity is, and what your need is…
The final segment in the series on lessons learned from 21 years of working with multiple advice businesses summarises the lessons learned aboiut staffing levels, staff management and staff motivation…
“…We’re going to explore what are called the two F’s of the monkey brain and how they separate people into their tribes. The two F’s of the monkey brain also determine whether someone will accept you as their advisor….”
When you get right down to it there are a handlful of things that have to be done right for yoiur firm to grow, and this article summarises them well – and gives some useful tips in each area…