Big Ticks: Best Stories For Professional Advisers This Week
Tony's BIG ticks

Big Ticks: Best Stories For Professional Advisers This Week

November 26, 2016
by Tony Vidler  CFP logo   CLU logo  ChFC logo 

Information, ideas, tips…the articles for professional 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 recently.

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.

Professional picks have been:
The big profit squeeze all Advisers face
By @ThinkAdvisor

This article will make you think…is some of the margin squeeze that all advisers (regardless of business structure and size) are feeling our own fault? Are robo-advisers actually a disruptor at all?  Maybe it is more about us losing touch with what customers really want….

 

Life’s better with a CFP professional
By @FPSC_Canada

An excellent summary (with good graphics) about the value of working with a professional and the value of financial planning, as found from research with 19,000 Canadians…

 

Women have lower levels of financial wellness despite better control of their day to day money
By @mmlatest

Ongoing research from the UK shows that despite being generally better with money than male counterparts, women struggle to find the necessary money to be financially comfortable…

 

Bankings’ “Amazon” Moment
Via @RobAMorg

Uber for banking’? Think again.  Is the banking industry at an inflection point where traditional players are in danger of being “disrupted” by new tech-focused challengers? ….There is much that we can learn from the example of Uber……(but) you are not going to disrupt the entire banking industry by making wedding loans.”

 

The Downside Of Past Performance
By @awealthofcs

“far too many people in the finance industry overestimate the role of skill and underestimate the role of luck on their results.”

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 Make your professional designation mean something to clients
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