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

Big Ticks: Best Stories For Professionals This Week

July 15, 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:
Why Robo-Analysts, not Robo-Advisers, Will Transform Investing
By @Fin_Revolution

“Heightened awareness of fiduciary duties by both investors and advisors is ushering in a return to the more diligent habits that underpin value investing (e.g., focusing on economic earnings) and are more important than ever before….”  and the point is well made in this article that algorithms can and will do analysis very well, but humans have their own part to play…


Advisers Service Values Out Of Whack
By @FAmagazine

Many advisers are facing “declining organic growth” and research suggests it is because their value proposition is missing the mark with consumers.  It is time for many advisers to re-think their value proposition…

The Optimal Design Of  A Financial Advisers Office
By @MichaelKitces

Research shows that the design of your workspace really does have an impact upon productivity and the quality of your decision making – which is sort of important for advisers.  So what can we learn, and what should we change?


Do Financial Advisers Have A Transparency Problem? Your Clients Think So…
By @TheStreet

KSome recent research shows that clients are nowhere near convinced enough that we are telling them what we should and “that 33% of financial services clients say they “lack the confidence that information is presented in exactly the same way, regardless of outcome, whether (investment) performance is good or bad.” Another 35% say weren’t confident the information they receive from their investment professionals was accurate and dependable”.  Work yet to be done!


7 Steps To Improve Customer Onboarding
By @FinancialBrand

While written specifically for institutions this great article has an abundance of good thinking for any financial services provider on how to improve initial client engagement…


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

P.S.  My best this week?  I think it was
The 3 Barriers To Adviser Business Success (& 1 can be deadly!)
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