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

Big Ticks: Best Stories For Professional Advisers This Week

December 10, 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:
Reaching Your Full Digital Potential
By @ATKearney

Companies don’t need a digital strategy. They need a strategy for the digital era. It’s not enough to predict the next big technology trend or run various digitization initiatives. CEOs need to embrace digital opportunities across all dimensions of their business to realize their companies’ digital full potential.”


Content marketing strategy: Start with questions, end with insights
By @markwschaefer

Love the concept of how to create a great content strategy here: begin with the answers, work back though the questions and finish with insights…


The Secret To Building Strong Client-Adviser Relationships
By @newsfromIN

An excerpt from “Working with the Emotional Investor: Financial Psychology for Wealth Managers” by Chris White and Richard Koonce…


5 Reasons why social customer service is now a critical social component
By @convince

The emplhasis upon using social for marketing is usually about customer acquisition, but the argument is made here that using it for customer satisfaction and retention is even more important… 


Advisers need to improve capacity for loss approach
By @FPToday

“Some advisory firms are failing to adequately assess clients’ capacity for loss – a key element in risk profiling, a former FCA technical specialist has told Financial Planners.”


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

P.S.  My best this week?  I think it was
 Creating a Value-Based Pricing Engagement
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