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.
“…deVere Group, which does business in more than 100 countries globally, reports that usage of its suite of fintech apps has soared a staggering 65% year-on-year…”
The competition to be the voice they listen to is getting intense…
A good read on some of the implications for financial advisers and the industry at large on the evolution of AI…
To change the type of clients you get you need to change some marketing tactics, but you also need to change some of your thinking before that…
Interesting insights here into how Gen Z think and act differently when it comes to money…well worth understanding if you ever want to do business with them.
A good and quick summary of the thinking and behaviour that is required in order for clients to want to refer, or introduce, you to others…
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