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

Big Ticks: Best Stories For Professionals This Week

June 17, 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:
Research Underscores Financial Services “Trust Deficit”
By @planner_tweets

.”..based on the findings of the Edelman Trust Barometer, an annual global survey of 33,000 consumers that measures public trust across four main types of institutions: business, government, non-government organisations and the media. In 2017, the barometer showed an overall decline in public trust across all types of institutions…”


Estate Planning Includes Preparing Your Heirs
By @larryswedroe

An in depth look at the questions and issues that an adviser should be thinking about and working through with clients and their heirs if planning is to be as effective as it could be…

Advisers: Should You Hire A CIO? Maybe…
By @SEIJohnA

A great article which explores some of the thinking that practice leaders should go through as they expand their business, particularly around when and why to bring in specialist management personnel…


9 Strategies For Using Customer Testimonials In Your Content
By @sujanpatel

If you don’t get a good idea or two on how to improve your use of testimonials from this then you should probably just give up on the idea of using testimonials.  One of the most practical articles I have seen on the topic…


Perspectives: A Small Change Makes A Big Difference
By @Nielsen

A fascinating look into what one German financial institution learned while trying to match soundtracks to advertising, and the impact that a small difference can have on the level of trust consumers attached to their advertising and brand…

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

P.S.  My best this week?  I think it was
7 Warning Signs That The Prospect Is Not Right For You
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