Information, ideas, tips…the articles for financial 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.
Some great insights here for advisers who want to be in business in 5 years time:
“…extensive research findings that have identified seven critical ‘domains of knowledge’ that will become essential ingredients within the make-up of any advice business seeking to survive and thrive in future…”
The toughest part of the retirement planning process for clients is making decisions about how their retirement is going to work…not the numbers, but the life decisions about how their “life” will work. A bunch of clever people from Stanford got together to try and work out a process that would help people make those decisions, and that is useful for advisers…
“…If you’ve got a solid client experience and a strong core service offering, the next most effective step in boosting organic growth is to add a service or expand an existing one…”
Not rocket science perhaps, but good advice nevertheless. And this article talks through some of those services where there is demand…
Excellent article on the role that financial stress plays in overall “wellness”, and where financial advisers can contribute to better overall outcomes in peoples’ lives…
A succinct article that identifies the key contributing factors to wehat makes a “best” client, which is well worth the read…
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