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

Big Ticks: Best Stories For Professionals This Week

February 25, 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:
6 Adviser Mindsets That Change Everything
By @andrewsobel

What is the difference in thinking between the most successful advisers, and those who aspire to be?  It turns out there is quite a bit of difference in their thinking as it turns out….


Digital Transformation and The Financial Industry: A Beginners Guide
By @TechBullion

Nimble startups targeting specific needs or functions within financial services are rapidly changing the way business is being done…the transformation is happening…and there are a couple of big issues with it.

One piece of financial advice that’s kinda dumb

An excellent article on the importance, and limitations, of risk tolerance questionnaires…


Delivering Clients Best Interests Requires An Effective Service Model
By @fpaassociation

An interesting perspective in this article suggests that a professional focussed upon delivering advice that is firmly focused upon the clients best interests also has a need to run a profitable and efficient practice…


Fintech: Disruptor or Saviour?
By @AdviserVoice

“Different regions have very different objectives when it comes to fintech development. In the West, we believe there will be relatively greater emphasis on cost efficiencies and providing investment returns, while in Asia we see more development in customer acquisition and financial inclusion. Improving customer experience and generating new revenue streams should be a priority for all.

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

P.S.  My best this week?  I think it was
 How to work out WHERE to compete in the market
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 308 other followers


Follow tonyvidler on

Comments (0)

Leave a Reply