One of the biggest challenges of this year for many has been the small matter of trying to engage brand new clients without actually getting to meet them, and this article has some good suggestions on how to do that more effectively…
by Tony Vidler 
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.
The picks for professionals have been:
By @MichaelKitces
“…the reality is that financial advisors don’t always prioritize the same issues that are actually most important to prospective clients and can often invest time and energy analyzing details that do little to actually bring in new clients…”
Excellent insights in this for every adviser, regardless of their particular discipline or experience level…
Developing New Clients Remotely
By @Wealth_mgmt
Tech-Heavy Advisers Rise To The Top
By @RIAintel
“…It’s a virtuous circle — technology begets growth and growth begets increased adoption….”
The evidence is mounting: increased tech adoption by advisers is putting distance between the elite and the average performers…
Claims By Advised Clients Generally More Likely To Succeed
By @riskinfonews
We’ve all believed it for many years but now there is research substantiating it: clients who work with advisers get better results at claim time…
Investor Willingness To Pay Fees Is On The Rise
By @FAmagazine
…and more good news for advisers in that it seems there is a shift occuring in investors willingness to pay for professional advice….
Share them around please…they are too good to keep to yourself!
P.S. My best this week? I think it was
Publishing Content Is Where Adviser Authority Meets Effective Marketing
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