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

Big Ticks: Best Stories For Professionals This Week

March 10, 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:
Good Financial Adviser/Bad Financial Adviser
By @SeekingDelta

An excellent summary of the behavioural differences between good ethical advisers with a strong client focus and “others”…



Why Accounting Practices Keep Hiring People Who Will Never Grow A Firm
By @PracticeParadox

A great article for any professional services firm focussed upon delivering quality advice AND growing as a business, because it delves into who the right and wrong hires are to help you achieve that…



Wealth Management: Meeting High Client Expectations
By @insidefinance

“The wealth management landscape is constantly evolving. Today’s investors have high expectations, demanding anytime, anywhere access to accounts and information, while expecting frictionless speed of updates and requiring greater transparency...”  and this article reveals the results of research on how thinkers in the industry believe it will evolve…



6 Things The Best Financial Video’s Have In Common
By @kurtosys

This is a superb summary of what features make financial video’s successful, so is well worth reading for anyone wanting to use video as part of their marketing or service strategy…



Robo-Advice Needs Right Numbes For That Personal Touch
By @planner_tweets

A succinct article on the number one problem with robo-advice…and why human advisers are not doomed…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
The 5 Big C’s That Will Create Advocates For You
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