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

Big Ticks: The Best Stories For Professionals This Week

April 7, 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:
Life Insurers Face Digital Age 2.0
By @ThinkAdvisor

How prepared are insurers for the the next phase of the digital age? Perhaps not that ready…insurtech plays are eating into their business; organic growth has slowed or turned negative…so what can they do about it?  Perhaps play to their strengths and use the human elements better…

 

 

The 5 Secrets To Creating A $Million Wealth Management Practice In 2018
By @EtfRiskParadox

This superb article delivers as promised.  Perhaps not brand new concepts for advisers in some respects, but the composite list of suggestions are right on the money…

 

 

Best Of Both Worlds: Human & Digital
By @FPApubs

This is an interesting look at some research into advisers use of (and thinking) when it comes to IT integration, cyber-security, and, blending human and digital elements into the advice world….

 

 

One Powerful Investment Your Organization Can Make (That 83% of companies aren’t)
By @RAINSelling

we studied 75 factors related to the sales organization. We wanted to know what Top Performers do differently than The Rest to achieve superior results. We’ve shared what separates the best sales organizations from the rest, but what we haven’t shared is what most sales organizations neglect, and the impact it can have on your results. One factor in particular was most apparent: effective sales training

 

 

Content Trends: Preferences Emerge Along Generational Lines
By @Hubspot

“Our recent survey of over 3,000 consumers explored the type of content and channels that best attracts people’s time and attention…” This is a research-based look into how consumers are changing in their research, engagement and buying habits…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Differentiate By Building A Strong Promise
0
0
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 328 other followers

sidebar_tony
Facebook: 0, Twitter: 13949, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply