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.
“…The advice-only fee model was designed to support clients who prefer to be hands-on while virtually eliminating all of the conflicts of interest found in previous fee models. But what really makes a firm “advice only?” How can one profitably structure an advice-only model?”
Loads of useful suggestions and pointers here on the client acquisitiion and onboarding process, with a focus on how to improve the conversion every step of the way…
This is an excellent explanation of one of the less-well understood facets of buying or selling an advisory practice…
“…To move towards a future where there is greater unification around trust across privacy, compliance, security and customer experience considerations, it becomes imperative to understand what really constitutes trust and contributes to its genesis…”
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