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.
“…research shows that the radical uncertainty of the last two years has had a striking effect on investors’ contact preferences. In particular, client appetite for virtual advisor interactions has ballooned since the pandemic. The proportion of clients identifying virtual consultations as their preferred advice channel for investment management jumped from 12% in 2021 to 46% today….”
So what are the implications of that?
Any advisory firm that wants more clients to be happier and stay for longer should read this. It is excellent.
Interesting insights here from research conducted in the USA on 12,000 target-market-households for financial advice which showed that even as pessimism about the economy and markets increased, the positive view of financial advisers remained reasonably high….good news…and an opportunity for advisers?
“…it’s easy to turn to generational stereotypes for clues about what these employees, and their older peers, want from their work experience. Conventional wisdom supposes that different generations have different attitudes about work. But our research suggests that work preferences are more similar than different across age groups…”
Very interesting research out of Australia revealing the relatively low value consumers place upon digital advice, and how that differs further amongst different demographics…
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