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.
Nice review of what matters when it comes to delivering investment and planning advice to clients, and where the focus should be in review meetings…
Give yourself your best chance with prospects:
“…the more thorough your research, the better equipped you will be to identify the critical factors that influence your client’s decision-making, such as common goals, priorities, and motivations. The data you’ll collect gives you a leg up…”
“…by identifying a prospect’s current concerns and pain points and exploring strategies to address the issues that the prospect is facing now – instead of on future dreams that may still be far off into the future (and that are much vaguer to the client than the current situations faced today) – advisors can discover powerful motivators that can help the prospect to act more decisively...”
Excellent synopsis of the remote working environment for most professional services firms today, and the key challenges with potential solutions to those challenges…
“…A survey of 2,000 consumers, carried out by consultancy group Definition, found that financial institutions – and consumers themselves – may be greatly overestimating understanding of key financial terms…“
Surprise, surprise.
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