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

Big Ticks: Best Stories For Professionals This Week

July 29, 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:
What Investors Want Most In Investment Reporting
By @AdvPerspectives

A research-based look at what investors are saying they want in their investment reporting, and “simplicity” features prominently (so it might be time to re-think those reports and statements of advice)…


What’s The Next Step In Financial Planning’s Evolution? Look To The Fitbit…
By @finplan

An interesting look ahead to the possibility of “micro-advice” – personalised advice delivered in 30 second chunks via technology…


If The Value Of A Financial Adviser Is +4.08% Then Why Aren’t People Lining Up?
By @RickKahler

“If you do the math quickly, that seems like an incredible deal. Since most financial planners charge a starting fee of around 1%, earning an extra 4% for that expenditure should be a no-brainer. Why, then, aren’t people lined up outside the doors of financial planners waiting to get a chance to become clients? Let’s take a closer look…”



The Salesforce 2016 Investor Report Findings
By @SalesforceCA

While this executive summary is from Canada it links to the international report and provides some interesting insight into how investors desire to interact with advisers and technology is shifting.  It also provides some very useful insight into how investors are viewing data storage and what their expectations are in communication frequency…


7 Surprising Insights About Advisory Fees
By @BobVeres

Some not-so-surprising results perhaps, but certainly some are such as what is considered a reasonable feel level is higher than many think…


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

P.S.  My best this week?  I think it was
You Have Just 8 Seconds To Get – or Lose – That Prospect
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