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

Big Ticks: Best Stories For Professional Advisers This Week

November 19, 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:
Enriching Relationships With Financial Advisers: A Holistic View Of The Customer Journey
By @SeanG_McCormick

Where does sales fit in with marketing, and where do either fit in with what customers want today? This superb article discusses how the sales and the marketing funnels have changed…in fact they aren’t even “funnels” anymore…


Using Neuroeconomics To Help Clients Make The Right Financial Decisions
By @fpaassociation

A great article on how we can best blend the combination of economics, neuroscience, and psychology to help clients make better money decisions…


7 Social Media Trends That Will Change Your Marketing Strategy
By @RebekahRadice

A thought-provoking article that is not really focussed on social media as such, but on the type of content shifts that are occurring across social media and how consumers are choosing to engage…


The 5 Mega-Trends Remaking Wealth Management
By @ThinkAdvisor

These trends are happening in every aspect of a wealth manager’s business, from regulations to technology to client expectations.  “Just as other long-standing industries have been disrupted and changed forever by society, government and technology forces that created big-time winners and losers, so to is wealth management being similarly impacted.”


Are You Getting Value From Your Financial Adviser?
Via @xtiva

From Canada: Investors will soon learn how much they’re paying for advice. But value can’t always be summed up in a simple number…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 How personal should your “personal service” be?
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