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

Big Ticks: Best Stories For Professionals This Week

February 4, 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:
Robo-advice using algorithms are replacing financial planners
By @australian

The robo’s aren’t coming…they are here. Now offering home insurance, superannuation schemes, health insurance and property conveyancing — all without a human being involved.  This superb article discusses how they are evolving in different jurisdictions, and what the big plays are…


Want better sales results? Take your “Sales Process” to the next level
By @RAINSelling

Rsearch-based evidence is offered of the link between more mature and thorough sales processes, and more effective sales results…

How Advisers can use Alpha, even as it shrinks
Via @finplan

“Behavioral biases mean that when we make investment decisions, we may do so in a manner that contradicts the available information.”


In a highly regulated WORLD, here’s what Advisers are tackling to effect change
By @granthicks77

Many of the tactics being used by Advisers around the world to deal with regulatory change are similar, but the ability to implement changes successfully is rapidly becoming the differentiator between average advisers and those doing very well…


How to write a Case Study: The Ultimate Guide and Template
By @Amanda_ZW

well, the title does not oversell it.  It is factual. This is a thoroughly detailed article and guide on how to put together great case studies, and well worth looking over if that is something you could improve upon…


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

P.S.  My best this week?  I think it was
 Client Segmentation – done commercially!
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