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

Big Ticks: Best Stories For Professionals This Week

April 21, 2018
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.

 

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.

The picks for professionals have been:
Could You Manage 1,000,000 Pounds Of Revenue?
By @brettdavidson

An excellent look at what sort of practice one has to build in terms of support if you are to handle turnover of significant size by yourself…

 

 

Royal Commission Will Drive More Changes For Planners
By @FinancialReview

Unless you’ve been living under a rock in the last week you cannot help but be aware of the revelations and horror stories coming out of the very public enquiry into the operations of financial services in Australia, and already it is enough that there cannot be any other course of action other than dramatic changes – especially for the vertically integrated organisations who have inherent conflicts throughout their business models…

 

 

The Impacts & Challenges Of Artificial Intelligence In Finance
By @IntBanker

Contrary to what most of us believe, AI has been around as an issue for quite a long time and there has been plenty of time to consider its impact and challenges.  In this superb article the main issues for the world of finance are laid out n straightforward terms…as are some of the opportunities…

 

 

Paying It Forward: Gauging The Future Of Financial Advisory Fees
By @InsNewsNet

Advisory fees are evolving and trending away from the traditional fee-based advisor payment model – and that trend is a big deal to both advisors and clients….” …so how might they evolve?  There are some excellent suggestions in this article…

 

 

Profitability In Professional Services
By @CharlesHGreen

For those great practitioners who are not necessarily great commercial managers this article provides an excellent and relatively concise look at how profit is created in a professional services firm – well worth reviewing…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Are You AND Your People Clear About What YOU Want?
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