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

Big Ticks: Best Stories For Professionals This Week

April 22, 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:
Financial Planners Need A New Way Of Thinking About Retirement
By @planner_tweets

“This issue of goals-based advice is more complicated than you think. A person comes in and you say, ‘What are your goals?’ The honest answer – having seen a huge amount of research on this – is that people don’t know. When they’re in the spotlight, they’re like a rabbit and they come up with stuff that is, frankly, complete crap….” …which leads us to the idea of matching planning process with human behaviour…


The Influence Line: When does sponsorship destroy your reputation?
By @markwschaefer

This articles explores the different types of influencers might have, or use, to build a business and where the different “lines of trust” are with each. It does make you think about how some relationships should be cultivated or managed…


Making the complex relatively simple
By @Top1000Funds

How we frame questions when working with clients can make a massive difference to understanding and obtaining clarity – and to having clients follow our advice…


Why do clients change advisers?
By @jlittlechild

This article is not really about “why they leave“, but provides excellent tips on how to figure out the answer to the question for your own practice.  It provides good arguments for using an “exit interview” process, and what that may look like…

3 Best Practices To Nurture A Content Writer Into An Industry Expert
By @joegriffin

An excellent “how to” article on the steps to take in order to grow a thinker into a recognised thought leader – just what any practice leader needs to know if they are trying to grow their own people…

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

P.S.  My best this week?  I think it was
The rise of the e-Adviser
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