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

Big Ticks: Best Stories For Professionals This Week

August 12, 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:
How Financial Services Companies Build Relationships Through Content
By @CMIContent

Masterful opening statement: “When it comes to innovative content marketing and customer service, let’s just say the financial services industry hasn’t taken a leading position.” So what are the leading content marketers in financial services doing? In this excellent article the issues and challenges are explored, and great examples put forward of some who are doing it well …


How Machine Learning Is Helping Morgan Stanley Better Understand Client Needs
By @HarvardBiz

the enhanced human advising process — augmented by machine learning — that was recently announced by Morgan Stanley goes well beyond the robo label, and may help to finally kill off the term“….and change how financial services business use technology to engage more meaningfully with consumers!

Is Financial Planning Software Incapable Of Formulating An Actual Financial Plan?
By @MichaelKitces

An interesting perspective on the inability of financial plans to frequently actually “plan” for something, and the limitations of the software many planner use for their planning process may be the greatest inhibitor to the creation of a workable plan…


The Neuroscience Of Trust
By @HarvardBiz

Decades of research reveal the links between trust, culture, performance, satisfaction and productivity….and understanding the science of establishing and maintaining trust is a critical component for professionals wanting high value client relationships and a thriving practice…


It’s Official: Money Really Does Buy You Happiness (But only if you spend it in the right way)
By @LauraOliver

“…money can’t buy you love – but it could buy you happiness, according to new research. But there’s a catch – what you’re actually buying is time…”


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
What Is “Good” Content To Use In Your Marketing?
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