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

Big Ticks: Best Stories For Professionals This Week

April 1, 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:
Filling The Gaps In Consumer Satisfaction
By @riskinfonews

This report into customer expectations, experiences and satisfaction levels within the Australian life insurance industry provides deep insights into what todays customers value, and how we can better meet their needs…


How To Set Financial Planning Fees To Grow A Sustainable Advice Firm
By @KristinHarad

An excellent and relatively short article which addresses the factors you need to consider when setting your fee rates so that they are actually sustainable and justifiable…


Financial Adviser Website Metrics That You Should Be Tracking
By @SeekingAlpha

A straight up “how to” article that guides you through what data to look at, where to find it, and what it means…a valuable resource…


What “Bad Customer Service” Costs Your Business
By @helpscout

Forget the urban-myth statistics on bad service impact…here is the real data on the actual impact on a business from poor service. It is compiled from a number of studies and also has some links to more useful articles and research on the same topic….

Artificial Intelligence And The Wealth Management Space
By @wealth_mgmt

“we see a number of areas in which AI will impact the wealth management space, particularly the legal side of it: (1) compliance; (2) cross-border regulatory issues; (3) suitability; and (4) client interfaces….”

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

P.S.  My best this week?  I think it was
 How To Make Your Recommendations More Effective
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