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

Big Ticks: Best Stories For Professionals This Week

April 15, 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.


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:
Gaps In Priorities: What Advisers Offer versus What Wealthy Clients Want
By @IBDinvestors

Summarising some interesting research by the CFA Institute, this article highlights a number of important areas where advisers and clients are on the same page in determining what is important. It also highlights some areas where there is a bit of a disconnect between what advisers think is important, and what clients say is important to them…


Blog post length: How long is too long?
By @SEIJohnA

A great article on one of the perplexing questions for anyone producing written content for their clients and prospects in which some slightly surprising evidence is presented on the benefits of longer content, and some great tips for those where shorter content may well be better…


Marketing Signals: Delivering the right offer at the right time
By @FinancialBrand

An interesting look at how good data management (and what matters in “data”) can be used to market more effectively, and to convert more prospects into customers…


These 4 Behaviours Lead To Financial Confidence
By @ThinkAdvisor

Guardian Life Insurance in the U.S. surveyed 4,971 consumers to determine what gave consumers confidence in their financial position, and the results are validation of the argument for “using a financial adviser”….

Advice Rates Highly But Few People Seek It
By @riskinfonews

“…Despite these positive sentiments towards advice, NAB found that only around 20-30% of people had sought any form of financial advice in the last two years with 79% of respondents having not received any form of life insurance advice in that time….”

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

P.S.  My best this week?  I think it was
What you reward must be what you value, right?
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