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

Big Ticks: Best Stories For Professional Advisers This Week

November 12, 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:
How much time and money should you spend on marketing?
By @AdvPerspectives

Crystal Lee Butler writes an excellent article explaining on a step by step basis how to figure out the answer to one of the most challenging questions for an advisory firm…


If Business Growth Is On Your Mind…
By @riskinfonews

Research throws up 10 good areas of opportunity for advisory firms to improve or strengthen if they want their business to grow…


Have Business; Will Retire. Or Maybe Not.
By @LifeHealthPro

“Nearly 7 in 10 (68 percent of) small business owners ages 45 to 64 polled in a BMO Wealth Management survey say they have retirement savings of less than $100,000. Only 11 percent of respondents in this age range can claim savings of more than $500,000.”


The DigitalPlus Adviser: Bracing for the waves of change
By @iris_xyz

An excellent article on the trends influencing change, and the impact of technology, and where the value fo advice lies….


Disability Income Insurance: A Comprehensive look at important coverage for you
Via @Kyith

This is one of the best examples of long-form educational content marketing I have seen by advisers, and I’d encourage more to emulate this type of approach…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 Maybe Professionals Should Stop Selling “Service”
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