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

Big Ticks: Best Stories For Professionals This Week

September 17, 2016
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:
How to set your Financial Planning fees based on Adviser Cost, Value, and Affordability
By @MichaelKitces

If you read just one article this week, then read this one.  Brilliant.

“with the ongoing rise of financial planning as a standalone service, so too comes the opportunity to charge standalone financial planning fees, entirely separate from the need to implement financial services products or portfolio management…”


Face-To-Face With A Dinosaur: The AUM Fee Schedule
By @firstascentam

A challenging look at how some of the conventional charging methodology might be refined or evolve…


Is Technology Getting In The Way Of Your Marketing 
Via @AllenRuddock

where are your potential customers going to look for your product or service. If it’s a product or service you need to make people aware of – that you want to prompt them to think about buying – where do those customers hang out in the biggest numbers?


The Presentation Of Your Value Proposition Matters
Via @peeplaja

Insightful article based upon eye-tracking studies and research that shows it is not just what you say but “where you put it” that makes a huge difference to the effectiveness of your value proposition….


7 New Technologies Shaping Online Marketing For The Better
By @jaysondemers

Social Media developments are just the beginning…new technologies will change how even those are being used….

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 Marketing NEVER stops for todays Financial Adviser
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