Information, ideas, tips…the articles for professional 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.
“Demand for independent financial advice is set to skyrocket over the next few years, a new survey by global consultancy firm EY found….”
Told ya so…
A great article backed by research on differences in preferences and attitudes between the generations when it comes to investing – and what the implications are for advisers…
Maintaining independence and getting your own licence comes at a high price…but how high?
“Only 30% of advisors are actively looking for clients under the age of 40″…talk about missed opportunities!
An increasing area of focus for the industry as average age of existing clients climbs, as does the average age of advisers, is the issue of dealing with clients who have declining health…