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

Big Ticks: Best Stories For Professionals This Week

January 28, 2017
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 Transition To Serving Multiple Generations: 3 Ways To Get There
By @SEIMissyP

Go the conventional route, develop an “intrapreneur”, or become a family practice?  A good summary of the different ways some advisory firms are going about engaging the next generation of clients from within their client base…


5 Simple Decisions That Could Change Your Business Forever
By @jlittlechild

Julie floats the hypothesis that of the many advisers who plateau in production and satisfaction, those who break through the plateau and go on to significantly different levels do so because of a deliberate process – and one key question…

The Bottom Dollar Effect, and the behavioural advantage of AUM Pricing over Retainers
Via @MichaelKitces

An excellent article exploring the links between behavioural issues, remuneration models, and positive or negative emotions (and therefore client satisfaction)….


Don’t Treat Clients Like Competitors: The 4 Principles Of Trust-Based Selling
By @CharlesHGreen

“The words “trust” and “selling” are rarely mentioned in the same sentence, and some people feel that “trust-based selling” is an oxymoron. That says something about the relationships between sellers and their clients.”  But it doesn’t have to be this way….


Tech Skills Aren’t Optional; They Are Essential
By @toddgreider

Todd makes the point that no matter what your particular area of expertise is these days, the reality is we all need to be technologists…and a “bit of a geek”….but then gives some great tips on where and how to hone those tech skills for those of us that aren’t really technologists


Share them around please…they are too good to keep to yourself!  

P.S.  My best this week?  I think it was
 10 Steps To Programming Clients For Referrals
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