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

Big Ticks: Best Stories For Professionals This Week

March 25, 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:
The Value Of A Fiduciary Adviser: More Than 4%
By @Russell_Invest

The results are in: The value of an advisor is more than triple the typical fee advisors charge for advisory accounts….


Moving to Non Time-Based Legal Fees
By @ChisConsult

While written specifically for law firms, this is an excellent article that raises a number of issues and potential solutions for any professional services firm charging clients fees directly…


7 Culprits That May Be Killing Your CPA Firms Organic Growth
By @LeadG2

It seems that there are many parallels between what has been happening in the accountancy practice world and what is happening in financial services – including some of the issues around creating organic business growth…


Advisers Must Add Value In The Digital Future
By @susanedmunds

Susan looks into a world-wide report that suggests “over the next three years, more than a third of life insurance distribution would be done digitally” and considers the implications for advisers….

Making the case for charging on a clients total net worth
By @Jeff_Benjamin

“The real value we provide is helping clients understand balance sheets and net worth, and our fee is tied into driving that net worth higher,” he said. “Plus, it removes any conflicts of interest related to decisions that might increase the fees charged on assets under management.”

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

P.S.  My best this week?  I think it was
 Creating Equitable COI Referral Alliances
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