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

Big Ticks: Best Stories For Professional Advisers This Week

October 29, 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:
Financial Advisers: Here’s how to Recharge and Refresh for greater success
By @marieswift

In the fast moving digital world that advisers now live in it can be hard to recharge and refresh properly, but here are some great (and simple!) tips…


AI-powered robo adviser takes aim at the richest clients
By @finplan

“Meeting the complicated needs of the wealthy requires a deep knowledge of tax rules and regulations says Hedgeable CEO Mike Kane. “Technology and AI systems can interpret and learn from these rules better than humans can, without our emotional biases.”


To Speak Millennial, Use Email 
By @SteveDille

“The “always connected” generation, it turns out, has one constant among all the multiplying channels begging for their ever-darting eyeballs.”


How to defeat your most dangerous writing habit: 7 ways to lift the “Curse of Knowledge”
By @Hubspot

Professionals too often take their own knowledge for granted, and write above the level of the audiences knowledge. This superb article explains how and why it happens – and what to do about it.


Advisers: Take My Advice – Take Some Advice
By @SEIJohnA

This a slightly provocative article in that it challenges advisers to consider whether they need to take a little advice themselves on where or how to improve, and it raises some great questions.

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 How to get paid every step of the way
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