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

Big Ticks: Best Stories For Professionals This Week

August 19, 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:
Can We REALLY Disrupt Insurance? A 4 Prong Strategy To  Change The Gecko Mentality
By @artofcaptives

Instead of systematically devaluing the product and reducing it to a commodity chosen on price perhaps there are other ways the insurance sector could innovate and really change…a superb article with some excellent insight and suggestions here….


The Pro’s and Con’s Of Banning Embedded Commissions
By @LSMInsurance

An excellent and concise summary of the issues with AUM (Trail) fees being embedded in products, and why it is up for debate…

Fear and loathing from Silicon Valley
By @FinStd

“Would a fully-automated advice capability drive better service standards and outcomes for my advice business and my clients, or does it simply make my job redundant?”


A Practical Solution To Fulfil The Duty Of Care
By @NewConstructs

“An advisor who tries to act in your best interest but doesn’t have the skill or diligence to do so can cause just as much harm as a conflicted advisor….”


How The Human-To-Human Connection Helps Facilitate Positive Behaviour Change
By @MichaelKitces

Maybe there’s hope for human advisers despite everything we read about robo’s, AI, technology and so forth….because it turns out the human-to-human connection really does matter and really does make a difference…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
The Next Strategic Evolution For Advice Firms
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