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

Big Ticks: Best Stories For Professionals This Week

May 20, 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:
The Future State Of The Investment Profession
By @CFAInstitute

“The investment management industry is facing significant disruptive forces, internally and externally. Shifting regulatory environments and new macroeconomic conditions in addition to current trends in digitization and commoditization and new tech-centric business models will necessitate changes in the industry.

The Future State of the Investment Profession study explores what these changes might look like and identifies ways to influence the future state of the profession for best possible outcomes…”


How I lost my files to Ransomware
By @Cuffelinks

A cautionary tale for all of us here as an investment professional reveals how he was duped (in a way which any of us could also be duped), and the problems it created as his system was taken over by Ransomware…

Key Questions To Ask Before You Pay For Networking Events
By @mariamarsala

An excellent list of questions for any adviser to ask themselves before deciding to commit the time and money to attending, sponsoring or participating in networking and trade events…


How Financial Literacy Programs Can Do More Harm Than Good
By @macleans

While we in the industry may console ourselves that literacy programs do no harm, even if they are not quite working and “doing good”, some research shows that this might not actually be the case…


The True Value Of Inflection Points
By @wealth_mgmt

With a little reflection on the big changes in the last couple of decades for wealth management, and a long look into a crystal ball, Jamie Price concludes that some of the big changes coming might actually be good for fiduciaries…

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

P.S.  My best this week?  I think it was
4 Reasons Why Social Media Marketing Sucks
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Comments (2)

  • Thanks Tony for finding my article helpful to financial advisors.

    Coach Maria
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