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

Big Ticks: Best Stories For Professionals This Week

March 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:
Beware Of Robo’s Bearing Low Fees

An excellent look into how robo-advice has developed thus far, and where it has run into problems…



Why would a client pay for life insurance advice?
By @riskinfonews

This article identifies 8 distinct opportunities for a risk adviser to create and deliver value which justifies fees in lieu of commission…



Client Reviews & Testimonials
By @danwoodruff

Have a look at the experience of one practice from surveying and listening to clients – really listening – and then some changes they made as a result of it…



18 Cognitive Bias Examples Show Why Mental Mistakes Get Made
By @VisualCap

Out of the 188 cognitive biases that exist, there is a much narrower group of biases that has a disproportionately large effect on the ways we do business. These are things that affect workplace culture, budget estimates, deal outcomes, and our perceived return on investments within the company…

or our clients…



Technology will create new revenue streams for insurers
By @LifeHealthProCA

When big players with big budgets meet big data and a desire for growth, then new things are possible…and will happen…


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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