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.
“…According to the New Year’s Resolutions Study from Allianz Life, almost one in three Americans (29%) say their finances are in worse shape now than at this time a year ago, which is up from the 19% who felt that way in 2021…”
While this is a U.S. piece of research it seems consistent with what we are seeing and hearing on the streets in this part of the world too, which suggests that the general human reaction to the shift in circumstances is going to be similar in this part of the world too…
Superb article covering a range of ways in which advisers create and deliver value to clients already, but with some suggestions on how to extend that value even further…
Very interesting stats out of the UK on how advice firms have transitioned service and advice delivery during the pandemic – and re-positioned for the future while doing so…
A very clever piece which compares stats from amateur and pro tennis players and draws conclusions about what the difference is between winning and losing in the two quite different arenas, and draws some great parallels with investing on a professional or amateur basis …
“…It’s clear that younger generations are changing how they access financial information compared to older generations. However, what we may need to consider is that social media provides an instant gateway to thousands of sources – both reputable and questionable…”
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