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

Big Ticks: Best Stories For Professionals This Week

March 3, 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:
Total Disconnect: What Rich Clients Really Want vs What Advisers Say
By @grilloinvest

This is a very insightful article from some informal research on what wealthy clients say they want, and what financial advisers think rich clients want – and the gap between them…



High Value Clients and The Asymmetrical Nature Of Adviser Math
By @Russell_Invest

“To succeed at gaining high-value clients requires hard work and a disciplined process. You need to clean up your book of business to create capacity for the high-value clients….”



The Hidden Value Of Financial Planning
By @advisorca

Michelle Schriver discusses the race to the bottom in fee-charging in financial planning,, and where the real value is in financial planning that should be articulated to consumers…



Referrals: The Lazy Advisers Growth Plan
By @SEIJohnA

This is an excellent quick review of why referral generation works – if you are business like and organised in how you go about setting up your processes by building the right foundation inside your practice…



Implementing Company Culture In Your Advisory Practice
By @newsfromIN

Great culture improves business performance…but where and how do you start on shaping or changing culture within an advisory practice?


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
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