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.
“…If you’re content with your revenue, income, growth, service levels, team performance, operational efficiency, daily workload, time off and the way you feel, this article isn’t for you. This is for advisors who are ready to unleash their inner game-changer and generate the highest ROI in their practice to make 2023 their best year ever…”
A really practical article with great suggestions on how to get more visual and create higher impact with your intangible service offering…
Research in Australia on what financial planners have been charging (the range, median and mean) over recent years, and what their intent is heading into 2023 is very interesting…
Well…maybe this article doesn’t quite give all the answers on how to totally ease the burden, but it does a wonderful job of creating some perspective and highlighting a good strategy for minimising the impact …
A nice set of arguments against “free” advice and using “free” in advice marketing…
Comments (0)