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.
“…Reducing spending on what has traditionally been considered “non-essential” items is common, and in the past, marketing budgets have been near the top of the cut list.
Here’s why that’s a big mistake…”
Here are some great practical suggestions on how to benefit from AI in running your businesss…there will be an idea for everyone in here.
Excellent and detailed article out of Australia on the subject of identity theft – how it is playing out and what can be done about it- with some excellent suggestions on what to do if you think it might possibly be happening with a client …
“…The modern financial services business demands many things: speed to differentiate, flexibility, innovation and more — all juxtaposed with the growing demands of customers and regulators’ widening reach on areas such as tackling concentration risk. And yes, do all this without “breaking the bank.”…“
It is suggested here that we perhaps need to re-think traditional heirarchal business models and invest our development time and resources a little differently to adapt to a rapidly changing industry…
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