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.
Interesting research out of the States on how much time and money is going into marketing by advisers…it provides a bit of a benchmark perhaps. Or potentially some insight into whether what you’re spending is worthwhile…
“…even though cyberthreats are more prevalent than ever, cyber-risk management for clients still remains off the radar screens of many financial advisory firms. Which means that many firms have growing opportunities to provide services to their clients that can protect their assets and personal information and, at the same time, potentially improve client growth and retention in the process…”
A nice summary of the benefits of AI in insurance, but it certainly raises a few things to think about…
Something to think about when it comes to planning your client comms and marketing; how much repetitioin is actually needed to get people to understand, let alone act upon that knowledge?
The whole point of having it is to use it, right?
“…some research on why our clients built a sizable portfolio while others had high income but little savings. Then I’ll address some specifics on how to get savers to enjoy their money...”
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