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

Big Ticks: Best Stories For Professionals This Week

May 6, 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:
There’s another Succession Planning Option…
By @FinAd_IQ

“Many advisors may expect they will be able to sell their business for a profit. Whether it’s by handing off the business to an internal successor or selling it to an outside buyer, one of the keys to a successful transition is maximising the firm’s value. Unfortunately many advisors have a fundamental misunderstanding about where their true value lies.”


Don’t Be Misled By The Studies On The Value That Advisers Add
By @DanSolin

Just before you change your marketing to incorporate the research suggesting that great advisers add measurable value to investors portfolio’s, you might want to read Dan’s take on how the numbers were calculated – and what is wrong with them…


Are Financial Adviser Websites Just Online Brochures?
By @PaladinDM

Most advisers would say that they want their website to generate new business opportunities, but most adviser websites fail to do that in any meaningful sense.  This excellent article explores why that is so…


5 Fintech websites with crystal clear Value Propositions
By @herrhuld

An excellent review of some financial services businesses that absolutely nail their marketing position and message…lessons for all of us right here…especially in light of the previous story…


Excel Spreadsheet Productivity Tips For Financial Advisers
By @MichaelKitces

How to set up “time value of money” calculations or discounted cashflow analysis, or perhaps pension versus lump sum comparisons….an excellent “how to” article with step by step instructions…

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

P.S.  My best this week?  I think it was
Creating Happy Clients Is Not Enough
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