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

Big Ticks: Best Stories For Professional Advisers This Week

January 7, 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 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:
The Four Steps To Achieving Organic Growth
By @FinAd_IQ

This is a great article highlighting the key things a practice must get right if it wants to achieve genuine growth – focus on these 4 alone and you will have a good year ahead.


Beyond Robo’s…
By @wealth_mgmt
“Automated asset allocation platforms aren’t the threat to financial advisors. Artificial intelligence is, and it’s coming faster than you think.”
Regulatory Change Is Here! And your clients are not ready for it…
By @granthicks77

A good article outlining how to prepare for and have conversations with clients on areas that you may not have ever had to discuss before…


Retiring the idea of Retirement
By @behaviorgap

Carl Richards makes a strong case to suggest that retirement, as we planners think of it, should be completely re-thought…


The One Salesperson Who Will Never Be Rplaced By AI
By @AmarSheth

Excellent insights into how advisers can (or must!) adapt in the face of increasing consumer choice and evolving technology…


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

P.S.  My best this week?  I think it was
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