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.
“…SmartAsset surveyed roughly 270 financial advisors on our platform. We asked them 11 questions about how they are currently marketing to clients and their expectations for 2023…”
Some interesting and useful insights from this research for other advisers too…
Ok, the maths in this are interesting for advisers, but more interesting is the analysis showing that savings rate matters a lot more than people give it credit for, and perhaps investment returns are not quite as significant as we give them credit for…
Here’s a question that lots of advisers wrestle with, and the author has done a fine job of mapping out the most significant arguments for and against…well worth reading!
Some great tips and thinking in here, including the thoughts and tips from a number of advisers who have done it successfully…
“…You simply cannot give somebody a 95 page [terms and conditions] document and think it is fine because the client can’t possibly make an informed judgement based on that…They absolutely do not need to understand Markovitz and modern portfolio theory, they don’t need to be tax experts…but we have to make sure that they understand what’s going on…”
Comments (0)