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

Big Ticks: Best Stories For Professionals This Week

April 8, 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 End Of The Smartphone: What It Means For Investment Professionals
By @TheRudinGroup

Every time we take a technology for granted it is itself ripe for disruption…so what happens when the instruments we rely upon the most today are redundant?  This superb article considers the question, and looks ahead to the next wave of disruptive technology heading for your business….


How To Make An Exponential Business Model with 10 x growth
By @singularityhub

This superb “how to” article leads you through the thinking and planning process to completely re-design how your business could be done – it isn’t about trying to “scale up” either; but how to re-think possibilities…


How Tech Is Improving The Advisers Sales Process
By @AdvicentFP

A short thought provoking article (with some great links) on how great use of technology is helping some advice firms outperform…


5 Steps To Prepare For The (Adviser) Marketing Wars
By @FAMagazine

Financial advisers have “grown up” in a pretty easy environment when it comes to marketing themselves and gaining business, but things are about to get a lot tougher. All is not lost if one is prepared and understands the critical actions needed to compete….

How Irrational Are We? Insights into decision bias
By @DeloitteStratAU

“…the actual behaviour of decision makers is affected by more cognitive biases, emotions, ideologies, and social pressures than we care to admit. Notwithstanding the growing use of Artificial Intelligence and automated processing, humans are usually the ultimate decision makers and our decisions touch every part of business, policy making and the consumption of goods and service….”

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

P.S.  My best this week?  I think it was
 Listen to the market – or get out while you can
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 313 other followers


Follow tonyvidler on

Comments (0)

Leave a Reply