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.
Here is an interesting side effect of the crazy year that is rather “unforeseen”: the volatility is driving more people to think about financial planing according to some U.S.A. research…every cloud has a silver lining, right?
“…First and foremost, you’re in the problem-solving business. The reason this shift in thinking is important is because it doesn’t matter how competent you are or how long you’ve had your practice, if your potential client in your initial conversation doesn’t fully grasp the totality and impact of their issues, they’ll never agree to move forward to solve them with you…”
Think carefully about how you explain what it is that you do.
Easily the best guide I’ve seen (with excellent graphic) on which age fits into which “generation label”, with excellent descriptors for each…
Recent research in Australia supports the empirical view here that financial services folk are getting burned out worse than most other industries. Probably the greatest concern is that just over half of the industry participants are looking to leave in the next year…and that is a pretty dramatic reflection of how the poeople who earn their livelihoods in this sector see things…
Anyone who is interested in recruiting new advisers to the industry should read this, as it is absolutely right. When the industry talks of the difficulty of recruiting, perhaps it is just looking in the wrong places for the wrong people…
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