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

Big Ticks: Best Stories For Professionals This Week

July 1, 2017
by Tony Vidler  CFP logo   CLU logo  ChFC logo 

Information, ideas, tips…the articles for those giving professional advice 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:
Investment Industry Faces Greater Demand For Personalisation
By @ConexusF

Consumer megatrends and “tech-empowered individuals” are rapidly changing clients expectations, which in turn is creating demand for different business models and services in financial services…


The Rise & Fall Of The Robo-Empire
By @SEIRaefL

An excellent look at the evolution of robo-offerings and some of the impact they’ve already had on the industry, and some insight into how things may evolve from here…

Plumbers with leaky taps; Planners without Plans
By @NoMorePractice

An interesting look at the results of the latest research by Business Health on planners expectations for the future, and most common reasons for failing to achieve the business results they were hoping for…


Here is a Blockchain explanation your parents could understand

This would be the best article I have read on Blockchain, and it lives up to its headline. ANYONE can understand the explanation for how Blockchain works from reading this, and how it is going to have an impact on so many industries….if you don’t know what Blockchain is, just read this.


CFP Board Expands CFP Fiduciary Duties…But can it enforce them?
By @MichaelKitces

“After a nearly 18-month process of working to update its Standards of Professional Conduct, the CFP Board’s Commission on Standards has released newly proposed Conduct Standards for CFP professionals, expanding the breadth of when CFP professionals will be subject to a fiduciary duty, and the depth of the disclosures that must be provided to prospects and clients…


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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