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 been obvious for a long time but now there is some evidence to back it up:
“…New research reveals that the fear of being pushy or appearing to be “salesy” is deterring financial advisers from proactively expanding their client base and increasing their assets under advice…”
…and in a similar vein, some research out of the U.S.A. reinforces the point. What holds advisers back from achieving their aspirations is the head space of the advisers themselves in many respects…
Love this article!
The case is very well made for advisers to think about future value and exits and work out options a bit more rationally….
A good summary here of the benefits and disadvantages of direct-to-consumer models, and their possible impact in the future …
Seriously. This is just so clever and funny…proof that humour can work in marketing financial services…these guys nailed it.
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