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.
“…Too many financial advisors select digital marketing agencies for the wrong reasons. They believe they have selected agencies that produce their visibility online, and lead generation websites. However, the agencies are mass marketing services to thousands of independent RIAs that do not produce the marketing results that the advisors are seeking. The content in this article will help financial advisors make better decisions when they select digital marketing agencies that provide website, SEO, and SEM services...“
Research from behavioural psychology experts suggests that spending more time and effort on educating clients and prospects will result in more business…
That has to be worth thinking about!
“…Frequently, financial planners and clients alike are unaware of how a client’s personal financial past may be affecting their current financial plan, and ultimately their progress. It is easy for each of them to blame each other, but this may really be an issue of poor alignment of needs and expertise in financial services...”
This is a really good discussion on issues and considerations and areas of opportunity to get new clients onboard efficiently, profitably…and happily…
A quick and easy article with some good questions and answsers that should throw up a few ideas for most advisers who want more clients…
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