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

Big Ticks: Best Stories For Professional Advisers This Week

November 5, 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:
The Uberization Of Insurance
By @WeGoLook

It is not a matter of “if”, but “when” and “how” on-demand services meet crowd-sourced labour and result in insurance disruption…


The Evolution Of Financial Advice
By @RiceWarner

A succcinct (but detailed) look at the pressures and focrces at work on the evolution of financial advice, and where robo-offerings will fit in, and where advice is headed…


Millennials skip the Middleman in Financial Planning
By @TheNationalUAE

“millennials, even today, are more likely to time the market and less likely to view buy-and-hold as a good investment approach, for example, which is in contrast to the other generations. If you look at all the ­other generations, including the boomers, they learnt the three key lessons during the crisis were to stay calm, take a long-term view, adopt buy-and-hold and not respond with their gut. Millennials are almost going down the opposite path.”


B2B Sales Benchmark Research Finds Some Pipeline Surprises
By @salesforce

Some marketing methods just consistently deliver better results than others, and this infographic rich article shows you which ones….


Read this article before you press “Tweet”
By @FinAd_IQ

Social is great…..but are you taking advantage of better marketing mediums first?

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 Make Your Marketing A Machine
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