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

Big Ticks: Best Stories For Professionals This Week

July 8, 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:
10 Steps To Successful Strategic Alliances
By @mmichellemosher

Advisers who form great strategic alliances get more clients and do more business than the average, and this article covers the rationale and objectives of creating a good strategic alliance – and then walks through the key steps necessary to create them…


What Advisers Need To Know About Cryptocurrencies
By @AdvPerspectives

Everyone has heard of Bitcoin but quite a few people still  don’t quite get what it is all about.  This article delivers, well, pretty much all you need to know to get started on knowing about cryptocurrencies like Bitcoin…

The Ideal Income Statement And How To Use It
By @planner_tweets

Practice Management by the numbers right here: what metrics matter in running an advisory practice and how to interpret them…


Niche isn’t enough: How Financial Planers Need To Market Now
By @KristinHarad

Kristin provides a great perspective on how advisers can shift their thinking and focus on marketing in a meaningful way  to generate much better business results…


The Questions You Should Ask Every Client
By @AdvicentFP

“Any advisor worth her salt will at least ask basic questions about the client’s finances and financial goals. But consider the impact of asking a few more qualitative questions…


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

P.S.  My best this week?  I think it was
The Danger Of A Knee-Jerk Reaction To Regulatory Reform
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