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

Big Ticks: Best Stories For Professionals This Week

March 4, 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:
Refining Your Value Proposition
By @ETFdb

A lovely and concise article outlining why an Adviser should re-visit their value proposition – or create one if they don’t already have it – and how to go about doing so effectively…


Answer these 4 questions to determine your ideal email marketing frequency
By @FMGSuite

Most advisers find themselves wondering how often is too often for sending emails to clients, and how often is not often enough given the need to keep people engaged and have you top of mind?  There is some great guidance in this article on how to figure out the right balance…

The Pulse Of Fintech: 2016
Via @SpirosMargaris

A superb report by KPMG with global analysis of the investment in fintech in the last year…


Getting paid when AUM doesn’t work
By @finplan

We all know that not every client has assets that are profitable for us to manage on an AUM model, and not everyone wants asset management services anyway, so how to go about setting fees or remuneration models when AUM fees aren’t the answer?


Financial Planning Revolution: Don’t Be The First Against The Wall
By @planner_tweets

“Like it or not, financial advisers have been pawns in the finance industry’s game for years. We’ve been used globally to distribute its products and investments, the majority of which are expensive, unnecessary things that clients don’t need or want. It continues even today.

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

P.S.  My best this week?  I think it was
 Advisory Firms That Are “Going Out Of Business” Without Even Realising It
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