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

Big Ticks: The Best Stories For Professionals This Week

February 17, 2018
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.


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.

The picks for professionals have been:
Advice around the world: Has Regulation Held UK Advisers Back?
By @_moneymarketing

This is a superb view of international regulatory trends around advice – where they converge and where they are differing – and where they are heading to…



The Top Security Threats To Financial Services In 2018
By @AdviserVoice

“…cyber criminals are turning their focus to small businesses, because they are soft and sweet – the low-hanging fruit, so to speak. There may be fewer targeted attacks against SMBs, but there are campaigns after campaigns that target the mass, reaping huge profits for cyber criminals through ransomware attacks, phishing attacks and others. SMBs often lack the awareness and protection that the big guys consider basic hygiene, and this is exactly what hackers are counting on..”



How to run an effective approved provider list in 5 steps
By @RussellHutchins

Here is a very practical article on how to create and apply the principles of an approved provider list in a way that will satisfy compliance requirements as well deliver good outcomes for clients and fit with your advice philosophy…



AI and Real-Time Risk Decisions In Wealth Management
By @HawkesBayToday

An unlikely source throws up one of the best articles I’ve seen on AI and its likely impact in wealth management…well worth a read to understand some of the threats and opportunities that it presents…



How One Insurance Firm Is Using Social Engagement To Refresh Its Brand
By @jaypalter

A goo working example of how an advisory firm is using social to shift its positioning and image…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Keep ideal prospects for just $2.50 per year…
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 317 other followers

Facebook: 0, Twitter: 13987, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply