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

Big Ticks: Best Stories For Professionals This Week

March 17, 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:
Wealth Management In An Era Of Robots, Regulation and New Money
By @McKinsey

This is a great look into the shifts in wealth management and evolving trends in “newer” markets such as China, and where they might lead to…



Why Do Professional Bodies Exist?
By @planner_tweets

“There are many problems with this “members’ interests” approach to the existence and purpose of professional bodies, not least of which is that the interests of members are varying and conflicting. As a result, associations are either inclined to say nothing about issues on which they should have a public position, or to say something that is mealy mouthed and meaningless to avoid offending some members. Worst of all, they sometimes feel obliged to adopt a line that the best-organised, most powerful and noisiest members support….”



The Issue With Generic Value Propositions
By @bobapollo

This excellent article pulls apart the problems with the generic bland corporate speak that is often assumed to pass for a value proposition…



A Generational Gap In Digital Marketing?
By @AdvPerspectives

An excellent article tackling the often confusing question of whether digital marketing can work for any, or every, generation and if so, then where and how should one direct the digital efforts?



New “Secrets” Of The CPA Referral
By @HingeMarketing

The latest research from Hinge shows how referral marketing with professionals is changing (and what you can do about it)…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Become More Valuable To Clients By Making It Easier
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