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

Big Ticks: Best Stories For Professionals This Week

August 5, 2017
by Tony Vidler  CFP logo   CLU logo  ChFC logo 

Information, ideas, tips…the articles for professional advisers 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:
Do I Need A Robo-Solution?
By @SEIRaefL

This is a question which every financial adviser should be asking of themselves, and this article explains how that thinking should be constructed and what issues should be considered…


Passive Investing and other disruptive themes
By @Cuffelinks

An interesting look into how technology may force a change to how passive investing is viewed, and the difficulty of picking the winners and losers in investments when entire industry transformation may occur in so many segments…

How to thrive in the New Advice World
By @FinStd

“Time is running out for advisers who limit the scope of their advice to only superannuation and insurance, and collect ongoing passive income paid by the product manufacturer.”  So how do advisers add value, meet compliance obligations and remain relevant to clients?  Well there are some great suggestions in the article here…


Personal Branding Strategy: A Roadmap For Professionals
By @HingeMarketing

An excellent and detailed article which works through the necessary steps for building a strong personal brand, and a concise explanation of what to do each step of the way…


Ways To Improve – or Destroy – Trust In Your Brand
By @CIPChatfield

Working through a number of examples in recent years from big brands to politicians this is an excellent look at how a business brand can be built, or turned around, or destroyed through relatively simple actions…


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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