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.
You know instinctively that it is true, but now some research backs it up: the more special you make them feel the more business you get…
hhhmmmmm….there might be something in this concept of giving holistic advice….
“Households working with a financial planner were found to be making the “best” financial decisions, in the aggregate as well as in four of the five domains considered, while households working with a transactional adviser were making the “worst” financial decisions….”
Some sobering reading here….but read it you should if you have any interest at all in this line of business…
Superb article with great practical application on how to consider and then work through a successful re-branding exercse….something that I suspect many advisory firms will go through in the next couple of years…
I know, I know….it sounds like the start of a really tacky joke….(it IS a great headline!)….but it is a really good article on consumers behaviour when it comes to managing risk…worth a read!