The Big Ticks: Best Stories For Professionals This Week
Tony's BIG ticks

The Big Ticks: Best Stories For Professionals This Week

September 10, 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:
Breaking the mould: How Millennials Have Altered The Investor Life Cycle
By @SEIMissyP

A blinding flash of the obvious? No, not really…Millennials do not fit the traditional investor life cycle – there’s an extra step on their journey…

 

The Insiders Guide To Painless Marketing For Coaches & Consultants
By @JimMcCraigh

The heading is a little misleading in that this is great advice for ANY professional on how to build a position of authority and create an audience…

 

Man and Machine: a glimpse into the future of financial advice 
By @_moneymarketing

Emerging systems such as Emotion Advisor and IBM’s Watson project shows just how far technology has come, and pinpoints where advice could end up.

But the fit between man and machine inevitably leads to a debate about whether computers are starting to give advice better than actual advisers.”

 

Here’s why digital Life Insurance sales are growing
By @LifeHealthPro

Of course cost, disruptive technology, increasingly digital use by consumers all contribute, but they aren’t the main reasons why consumers are going online….”time” is the main reason….

 

The Robots are coming for Investment Bankers, not just Truck Drivers
By @hunterwalk

“in 10 years Goldman Sachs will be significantly smaller by head count than it is today”

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 How to deliver the “Right Advice” in the “Right Way”
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