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

Big Ticks: Best Stories For Professionals This Week

June 10, 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 Price Is Wrong: What Next For Wealth Advisory Fees?
By @Value_Strat

A superb article discussing various pricing and fee charging concepts, and establishing the link between value and pricing. This one is a “must read” for anyone in wealth management…


Bank Customers Don’t Want Robo-Advisers Making Financial Decisions For Them
By @FortuneMagazine

Very interesting article discussing the results of a survey of 15,000 customers across 15 countries on their views – and increasing caution – regarding letting robo-advisers make their financial decisions…and it is good news for the humans!

Alan Alda: How Advisers Can Communicate Better
By @ThinkAdvisor

Who knew that the star of MASH and many great movies used to be a financial adviser?  Here he reflects on his advisory time, and some of the great lessons in communicating with clients and prospects successfully…


Shadow Shopping Survey: Nothing Sells Like Value
By @planner_tweets

Results from the latest shadow shopping survey of planners in Australia throws up some interesting feedback around the value of an advisers brand (not as much as you think!), and the importance of the advisers ability to build rapport and establish value quickly…


Mary Meekers Amazing Internet Trends 2017
By @Cuffelinks

“Each year, Mary Meeker of venture capital firm Kleiner Perkins Caulfield Byers produces a report on global internet trends and technology. It has become the ‘must-read’ for technology and business, and the 2017 Report fills 355 slides (up from 213 last year).  There is so much in it, including global macro trends, it’s almost impossible to summarise unless a single topic is chosen…

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

P.S.  My best this week?  I think it was
6 Steps To Growing Your People
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 313 other followers


Follow tonyvidler on

Comments (0)

Leave a Reply