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

Big Ticks: Best Stories For Professionals This Week

February 18, 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 Only “Affluent” Marketing Strategy You Need
By @wealth_mgmt

The research is in and the results are compelling: if you want to work with affluent clients then there is a hands-down winning strategy for getting them as clients….


Fees and Regulation Keys To Migration To Robo’s
By @FinAd_IQ

Apparently 1 in 5 investors are dissatisfied, and they are on the move.  Their choices are being made easier with the pressures of fees and regulation on traditional advice models…

Is That Really Advice?
By @russellhutchins

Excellent question is raised about what advice is really advice, and whether clients can tell the difference between “advice” and “sales”….


Filtering the Fintech Hype: a tale of old banking, new banking, and a missing wallet
By @InvNewsNZ

TA real-life experience with a missing wallet highlights how fintech and innovation in banking is making a difference to consumers…


Apply the Human Touch without letting go of scalability
By @planner_tweets

“The problem is that the financial advice industry delivers solutions using high-cost human processes. Financial advice is expensive, or at least consumers perceive it to be. The result is an industry that delivers to perhaps just 20 per cent of the population….

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

P.S.  My best this week?  I think it was
 Cyborgs are the future for Financial Advisers
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