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.
A great article covering what clients value most, and what advisers do best, and where there is opportunity to increase firm performance and customer experience with outsourcing…
“…Lower investment returns, coupled with growing workloads, are prompting advisors to consider whether adding fixed fees—including project-based fees, subscription fees and hourly billing—makes revenue less dependent on market performance …”
“…I thought I would ask its view on the value of advice.
Was I surprised? Well, I thought the answer was very interesting…”
There would appear to be some things that the bots will never be able to do, or emulate in human behaviour, and we should be thinking aboiut how to innovate in those areas…
An interesting article on the various components of “Human Capital”, and the value of the human, but which introduces the interesting concept of how the value of the human changes over time and with different forces…
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