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

Big Ticks: Best Stories For Professionals This Week

July 22, 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:
The 4 Fatal Assumptions We’ve Heard In 20 Years Of Practice Management
By @Russell_Invest

An excellent article exploring “four of the most shortsighted assumptions we’ve personally seen advisors make—assumptions we believe prohibit advisors from reaching their full potential…


The Real Value Of A Financial Adviser
By JD Gardner

One investment advisers shares his thoughts on the real value he creates with and for clients – particularly in comparison to the robo-adviser options clients are considering…

Performance Fees Hardly Worth It
By @Top1000Funds

“researchers looked at 218 Dutch pension funds between 2012 and 2015. They found no difference between the investment performance of those that paid performance fees and those that didn’t.”




How To Write A Video Script (& Template)
By @soph_bern

Another superbly practical “how to” article from Sophia Bernazzani tackling one of the areas that many professionals really struggle with in their marketing efforts


5 Questions Brands Need To Answer To Be Customer First In The Digital Age
By @McKinsey

In the era of dynamic and rapidly shifting consumer interaction too many businesses have built their marketing in silo’s and struggle to stay engaged, and their brand building efforts are lost, so McKinsey have some suggestions on how we have to shift our thinking and efforts to remain relevant and stay in touch…


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

P.S.  My best this week?  I think it was
The Ideal Practice: Balancing Your Needs & The Clients Wants
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