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.
It’s not just a problem in the UK I can assure you…but here’s some actual costings from the UK that show the extent of the commercial issue for advisory firms…
“…As any veteran financial advisor can attest, client satisfaction can come in all shapes and sizes, and even though financial planning is essentially built on a foundation of investing and money, the Morningstar research shows that investment performance isn’t the top reason clients fire advisors…”
Pricing is a wonderful way of managing workloads, and there is no rule that says pricing has to stay static is there? Here’s how some smart advisers are using it to manage capacity issues…
So….it is a bit more than just luck becoming a top financial adviser then?
Who knew?
This is an interesting insight from the banking secotr on how “free gifts” impact marketing results…might be something in it for the rest of us to think about seeing as the ba nks seem to do pretty well with their marketing efforts…
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