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

Big Ticks: Best Stories For Professionals This Week

February 24, 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:
Why Go Hybrid For Digital Advice?
By William Bailey

Perhaps the choice isn’t “robo or human”….there is an integrated middle ground…



Researchers: “Advisers Moe Misguided Than Conflicted”
By @wealth_mgmt

“It’s not conflicts of interest that push clients into high-cost, high-turnover investments, their advisors invest exactly the same way, according to a survey of 4,000 advisors and 500,000 clients….”



Insurance SoA; The Tip Of The (Adv)iceberg
By @FinStd

Is more disclosure the key to gaining trust and participation in the use of financial advice from consumers?  Maybe not…



A Roadmap For Digital Transformation
By @McKinsey

This is an excellent look into the thinking, strategy and process of transforming traditional insurers into digital powerhouses – essentially re-inventing their businesses – which none have managed to completely do yet…



Creating Client Events That Aren’t A Waste Of Time
By @ThinkAdvisor

Advisers frequently ask for ways to get more prospects to engage with them, and this suggestion is right on the money…it comes down to understanding what THEY are interested in rather than what you are interested in…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
The 6 Necessities of Modern Marketing For Financial Advisers
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