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

Big Ticks: Best Stories For Professionals This Week

May 27, 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:
Why The Future Is Bright For AUM_Based Advisers
By @AdvPerspectives

AUM fees are considered a conflicted remuneration source by some, and perfectly acceptable to others. But in this intriguing article by J.R. Robinson he discusses various fee models and their inherent conflicts..and they all have some…


5 Things Wealth managers Need To Know About Bitcoin
By @TheRudinGroup

“Bitcoin has rapidly emerged as an asset class that can’t be ignored, yet today it is little understood by 95 percent of the wealth management community”

Be Specific About Your Advantages, Or Lose Prospects
By @susanweiner

When it comes to differentiating financial advisers don’t seem to be so strong at it – but why?  Well…too complex in wording and positioning, not specific enough, not focussed upon an outcome for the client….this excellent article explores the why – and some things you can do to fix it…


Reform Your Business Model To Meet Clients Changing Needs
By @planner_tweets

The business model of yesteryear where transactions resulted in ongoing income for advisers is rapidly changing, and the business model for an advice firm now needs to change…


These Charts Show The Incredible Way Fintech Is Changing The Way Australians Use Money

If you ever needed to see evidence of how rapidly consumers are embracing fintech applications and changing the way they buy, interact with financial services, and how they are using money, then this is  it…

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

P.S.  My best this week?  I think it was
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