Big Ticks: The Best Stories For Professional Financial Advisers This Week

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.
“…hybrid advice is an agent for change and transformation. It is not some sort of static new channel. Rather, it should be integrated with other channels and used to drive steady cost reductions and productivity gains across the piece…”
Here is a really practical article with great suggestions and examples on how to strengthen the calls-to-action on your website, with a view to generating more enquiries and leads…
Great piece here on sympathy versus empathy, and how empathy can make a significant difference to client engagement with financial advice…
Probably the hottest topic of the moment as it is potentially the biggest game change in content marketing for many years…so how will it change marketing of financial services?
“…before you can serve the broader lifecycle, it’s essential to understand what each stage needs, where to reach them, and how to efficiently serve them…”
Here’s how.
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