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

Big Ticks: Best Stories For Professionals This Week

March 18, 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:
Why Wealthy Clients Feel Poor When They Approach Retirement
By @MichaelKitces

Working from Maslow’s original hierarchy of needs, Kitces builds a “retirement” hierarchy of needs to explain why clients fear outliving their funding, no matter what provisions they’ve made…

 

Robo’s are taking away our jobs (and it’s not just Advisers)
By @AdvPerspectives

A good look at the impact of automation, including areas that you may not have considered previously to be impacted…

 

What does your branding communicate about your firm?
By @guidevine

“One of the most common mistakes advisors make in their personal branding is to emphasize that they’re the best at what they do. Unfortunately, people don’t care…”

 

Why Wealth Managers Must Adapt And Lead
By @FinAd_IQ

An excellent article exploring the disconnect between what investors want, and what funds managers are delivering….

A Behavioural Economist Tries To Fix Email
By @jpinsk

A clever and analytical look at what email actually matters, and what is utterly irrelevant, and how to manage them all…

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

P.S.  My best this week?  I think it was
 Why Your People Fail You
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