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.
Digital payments and crypto-currencies will have a profound effect upon “money” as we know it, and THAT has a profound effect upon delivering advice on the use or accumulation of money. This article provides excellent insight into how rapidly things are changing – maybe a lot more quickly than most of us thought…
Well, this changes the retirement planning assumptions and maths….time to go back and have a re-think perhaps of how we prepare retirement plans….
This is a brilliant and insightful article about the evolution of the advisory business…and where the smart ones are heading in their business evolution….
Sara Grillo does it again with another does of healthy common sense and sound thinking on the common (and rather silly) marketing ploys advisory firms use to make themselves appear bigger/better/older/etc and suggests some very sensible alternatives…
“…the nature of sales continues to undergo rapid change. If selling is going to remain a viable strategy, leaders must rethink their fundamental assumptions about sales, how they allocate talent and resources towards the sales process, and how they assess and compensate performance…”