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

Big Ticks: Best Stories For Professionals This Week

June 24, 2017
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:
Advisers ahead of Fund Managers in tech adoption
By @InvNewsNZ

“the report, based on a survey of 458 asset and wealth managers across 37 jurisdictions (including Australia and NZ) and representing about US$32 trillion, found 56 per cent of wealth management firms were already implementing digital investment platform solutions compared to just 36 per cent of asset managers”…but it also showed areas where the industry is hesitant, or slow to adopt new technology…


Time Management of Elite Advisers
By @granthicks77

This is an excellent and concise article highlighting the difference between how the elite advisers use their time and how the average ones do – and what makes the difference to them in how they choose to allocate time…

Advisers Less Than Happy With CRM & Planning Software
By @moneymanage

Interesting results from a survey highlighting that the current premier software tools used by advisers are not seen to be quite hitting the mark with their target market customers…


The Future Of Financial Advice: Lessons From London
By John de Zwart

Interesting comparison of the similarities in issues for UK advisers as those on this side of the world, and some of the ways they are dealing with them…


The Life-First Adviser, and how to be one
By @planner_tweets

“Are you a financial adviser, an investment adviser or a financial planner? Ultimately, does it matter what you call yourself? Instead, why not frame that question around your clients’ needs and what you can do to satisfy them?

There are those who still tend to assess their roles in terms of selling, manufacturing and distributing investment products, often unconnected to any actual client need…”


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

P.S.  My best this week?  I think it was
Why Advisers Need To Invest In Their Businesses, Now.
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