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.
“…How confident are you that…
…Read on…
This is an excellent article on practice management, not personal cleanliness. There is a big difference between the factors that lead to long term health of your business, and those which are short term impacts. With this understanding Brett then goes on to highlight those factors that make the biggest differences…
Excellent evidence-based observations on elements completely within our control which have big impact on how clients value us…or how loyal they are to us and our services…
It’s a great line of thinking: can delivering one-off projects or plans actually help a practice to grow? It flies against the conventioinal wisdom doesn’t it? Maybe not all clients onboarded need to be folk who will be following your advice for years to come…
Excellent article which weighs up regulatory expectations when hiring new advisers together with the process needed for a practice to ensure they are getting a good fit…
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