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

Big Ticks: Best Stories For Professionals This Week

September 24, 2016
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 recently.

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.

Professional picks have been:
Moving Forward: Business Management
By @brettdavidson

…no financial planner ever said, “I’m leaving this large organisation (whose values I don’t really share) so I can set up on my own and do a whole load of business management.”

You didn’t sign up for this. You just wanted to help people by giving great financial advice….


Technology & Demographics To Drive Change In Investor Expectations
By @IE_Canada

Investors believe that in the future advisers will be a lot more tech savvy – and available on a 24/7 basis…


The Critical Error This Industry Is Making 
Via @granthicks77

In the face of the 5 mega-trends hitting the wealth management industry those who spend more time managing money than being with clients are making a critical mistake…


Do Institutional Consultants Add Value?
By @alterneconomics

How good are those consultants at helping institutions choose great money managers?


Why The Future Of Wealth Management Is Digital
By @SerebrinMarket

“Almost all wealth managers view digital capabilities as key for future competitiveness, supplementing face-to-face relationships, and boosting overall efficiency.”

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 Getting to “Ideal Prospects Call Me!”
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