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

Big Ticks: Best Stories For Professional Advisers This Week

December 3, 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:
Even in the Digital Era, when it comes to insurance it’s all about relationships
By @saphybris

Technology is changing the insurance industry more than most, and the industry struggles to re-define what its relationships with customers are, and reducing insurance to a commodity bought on price.  Or has it?


7 Phases of the client experience
Via @finplan

The way you treat the client in their first 100 days with you may well determine whether they stay with you for years or not…


How professionals create compelling whitepapers
By @connotationsUK

…some quick (but very good) tips in this short article…


Don’t create a sense of urgency, foster a sense of purpose
By @kimber_lockhart

“Creating a sense of urgency is about deadlines, nagging and sheer speed. Fostering a sense of purpose is different. It’s a collaborative endeavor, and it requires trust that your team members will translate their sense of purpose into increased effectiveness”


How to convert customers into Brand Ambassadors
By @FirebrandTalent

Real ambassadors for your brand can’t be bought….they deepluy identify with you and what you do, and their credibility comes from a different level…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 “Uber”-ise a good practice into a GREAT business
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