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.
A study in the US reveals how much advisers are typically spending to gain a new client, and the excellent returns that some are getting from having clear strategies…has to be some lessons in that for the rest of us!
“…what clients have been hearing, or not hearing, has more of them thinking about looking elsewhere for advice. Around one in four have either thought about switching or switched financial advisors in the last three years…”
Lots of good suggestions in here on how to grow a practice without necessarily sacrificing service or even extra time…
Another study from the USA, but again I suspect there are transferrable insights here – and there are some really good insights into their thinking of the moment…
Sound familiar?
“…what started as a firm with a core growth strategy becomes a place where each day sees frantic activity that still seems to leave advisors with the sense that, despite all their earnest efforts, important things were left undone….”
Comments (0)