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.
“…When choosing an advisor to manage their money, prospective clients are much more likely to choose an advisor that is proven to be successful compared to one with no supporting qualifications.
Here are six compliance-friendly ways to incorporate social proof into your website to establish trust and capture new leads...”
Nice article on some of the issues and misinterpretations when using personality tests with clients…
“…advisors can help prospects get on the path to change (often starting with actually signing up for the advisor’s services!) by using financial psychology and behavior change principles with effective discovery meeting questions….”
A teaser of an article in that it tells you the first few things from some research done in Australia on the most successful practices – and they are worth knowing – but it is worth having a look just to see the difference in profitability for the firms that do those first couple of things…
Great question!
An especially great question for regulators and the drafters of the laws governing the delivery of advice in particular, as this article outlines the issues with how consumers understand and interpret these different methods…
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