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

Big Ticks: The Best Stories For Professionals This Week

March 31, 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:
Why Flat Retainer Fees Are Doomed To Fail
By @grilloinvest

All adviser remuneration methods are flawed in some way, and flat retainer fees are no exception.  In another excellent article the pro’s and cons of different methods of compensation are considered, and are worth being considered a little more deeply by advisers before subscribing to a particular “absolute” methodology…



15 Applications Of AI and Machine Learning In Financial Marketing
By @FinancialBrand

“financial marketers are being challenged to connect activity and behavioral inputs with consumer-centric outputs. The inputs can be transaction history, website inquiries, social media interactions, or any other way we can collect insights on specific customers and members….” …. and new technology will help us do that better than ever before….



The True (Hidden) Costs Of Migrating Data To New Financial Planning Software
By @MichaelKitces

Any adviser who has tried to transfer data from one CRM system to another, or client data from one planning platform to another, will tell you it is painful and costly.  Michael shares his own lessons and includes some excellent tips on how to make it less painful and more successful…



Why Everyone Missed The Most Mind-Blowing Feature Of Crypto-Currency
By @Dan_Jeffries1

This article made me completely re-think my (tentative) views on crypto-currencies – a superb and insightful explanation of where the real value lies and how money as we understand it today can evolve…



How Advisers Can Apply Behavioural Finance
By @AdvPespectives

I admit that I am pleased to see the father of “efficient markets hypothesis” acknowledging the flawed thinking it was founded upon (which I always struggled with), and it is more pleasing to see him explain how this initial error has resulted in a better understanding of why investors behave the way they do, and the value that good professional advisers can bring to their world…


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