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

Big Ticks: Best Stories For Professionals This Week

April 29, 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:
Artificial Intelligence In Financial Planning
By @faizalbaig

A thorough look at where and how AI can step into the financial planning 6-step process, and what some of the implications of doing so may be for planners…


Why Your Office Space Matters
By @jyoungwirth

“your office space matters. It can separate you from the crowd and just may help turn that prospect into a client”


The Future Belongs To The Professionally Managed
By @david_haintz

Being a great salesperson or technician who happens to own their own business doesn’t cut it in the world we are moving into.  The practitioner/business owner who will succeed needs to be just as professional and focussed on developing skills and systems for running a business as they are at being an adviser to clients…


3 Digital Marketing Problems You Don’t Know You Have (& how to fix them!)
By @FinancialBrand

This article makes the point very well that all the technology and marketing platforms mean nothing if we do not capture prospects attention in the first place, and then explores 3 issues that prevent financial services business from doing so effectively…


What has Fintech done for us?
Via @iris_xyz

“despite all the excitement and cash, and all the predictions that fintech companies would rout the traditional banks, fintechs have so far failed to take significant business from the incumbents: according to the Economist Intelligence Unit, fintech companies have grabbed just a 2% market share…”

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

P.S.  My best this week?  I think it was
Scope Creep: The Number 1 Problem In Fixed-Fee Advice
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