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.
“…If you lead a financial advisory business, you know there are plenty of coaching articles, podcasts and videos out there pertaining to practice management. In fact, “plenty” is putting it mildly…”
So….what do you pay attention to?
A really good article with a bit of education, a framework and some solid practical tips you can use to improve your marketing…
“…Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now. Although it may be difficult for some advisors to consider serving this not-yet-affluent group, advisory businesses that don’t take steps to target young investors could be missing out on a sizable—and vital—opportunity….”
The rise & rise of outsourcing to “experts” – and in our case that is especially true on “compliance” matters – but do those experts have a clue, or just slick marketing?
“…people in professions from journalism to medicine, computer programming to financial advice, are wondering if AI is going to replace them.
Why has the uptake been so fast, and why does it seem to herald a future that is closer than we thought? It’s because, for the first time, the technology feels… good….”
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