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

The Big Ticks: Top Stories For Professional Advisers This Week

June 25, 2016

By Tony Vidler CFP  CLU  ChFC

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:
No Asset Management; No Sales; No Commission 
by @Moneyweb

How does an advice business work when it throws traditional models out the window?

When to abandon a niche practice 
by @davegrant82

Run to a solution, not away from a problem

15+ Tech solutions to help you work with nextGen clients 
via @iris_xyz

Different tools and communication will be required to work with next Generation clients…

To market, or not to market….on Fridays? 
By @Financial_Media

What the research says about running campaigns on Fridays…

The race against Digital Darwinism
By @briansolis

The 6 stages of digital transformation…and how customers and markets are changing



Share them around please…they are too good to keep to yourself!  

P.S.  My best this week?  I think it was  How to begin creating a Value Proposition
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