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.
This is an excellent article that will open up the thinking for most advisers, including the fee only, on how to position and price the various areas of knowledge or services a holistic planner might provide to clients…
Regardless of any advisers core specialty dicipline assisting clients to figure out debt management decisions and the impact of rising interest raes on debt is something that any good adviser should be able to do, and it is an area where there are now pressing needs for advice from consumers…so every adviser should get themselves positioned to handle this line of advice for their own clients at least…
“…Every firm will have different priorities based on what’s happening in their own business, but every firm should have revenue and expense targets set so they can make conscious business decisions. These seven elements should be on everyone’s list to at least consider for 2023….”
Perhaps the most important conversations with you clients are not about money at all…so what roles does a holistic adviser serve?
Don’t worry too much aboiut the Eion Musk/Tesla part here, the thinking into why electric vehicles might not quite take off the way the world seems to hope is excellent. The stringing together of facts and history and hopes into a forecast here is well worth reading…
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