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

Big Ticks: Best Stories For Professionals This Week

February 11, 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:
Gamification: The Digital Discipline Driving Engagement In Insurance
By @IIReporter

The digital approach to customer engagement being taken by innovative insurers today includes gamification, together with big data and smart technology, to motivate individuals towards certain goals and actions…


Can a Disruptor grow 10 x faster than an incumbent?
By @Huynguyentrieu

A fascinating look at how new entrants disrupted other industries, and how it may well play out in financial services in coming years…

A Big Idea To Acquire More Clients In 2017
By @granthicks77

An idea which will help advisers grow their practice quicker and better than bringing in a consultant?  And get more and better client engagement?  Maybe so…


Fintech Platforms Disrupting Business Finance
By @Cuffelinks

This is an excellent short article on the impact of new financial services technology and how it can provide additional cashflow or alternative funding options for businesses, and the impact that can have…


Let’s Stop Calling Them “Soft Skills”
By @ThisIsSethsBlog

“By misdefining ‘vocational’ and focusing on the apparently essential skills, we’ve diminished the value of the skills that actually matter. Most of the textbooks business students experience and the tests business students take are about these vocational skills, the checkboxes that have to be checked.  But we give too little respect to the other skills when we call them “soft” and imply that they’re optional…”

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

P.S.  My best this week?  I think it was
 Tailoring: Making Your Content Fit Your Audience’s Desires
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 307 other followers


Follow tonyvidler on

Comments (0)

Leave a Reply