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 analysis referenced in Zurich’s ‘Evolution of Best Practice’ Report (EOBP)[1], the average EBIT for advice practices is around 23%, with almost one quarter of practices surveyed reporting EBIT over 35%.…
..What actually they have in common is that they have arrived at their advice proposition by taking an entirely different perspective…”
Some good insights, some very good questions and some excellent suggestions all wrapped up succinctly here…
Hear, Hear! Couldn’t have said it better myself.
What is good in this article is the suggestion on the re-positioning required to break away from giving away your know how for nothing…
“…A new report from Morningstar provides insight into why some investors decide to let go of their advisors — and why some advisors might not even know they’ve been fired…”
Some research from the U.S.A. which gives some good insight into areas where there is a common literacy gap and areas where the knowledge gaps start to differ by generation…
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