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

Big Ticks: The Best Stories For Professionals This Week

October 1, 2016
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 recently.

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.

Professional picks have been:
The Extraordinary Intimacy Between The Ultra-Rich & Their Wealth Managers
By @TheAtlantic

…For the one percent, a good advisor acts as a bookkeeper, a confidante, and, on occasion, a fishmonger…

 

Engage Readers With “Emotionally Naked Writing”
By @davegrant82

Dave shares his experience of sharing his experiences, and the impact that in turn had upon his audience – and the lessons for any professional wanting to engage their audience better…

 

Bob Farrell’s Illustrated 10 Investment Rules 
By @AdvPerspectives

Superb summary of the “rules of the game”, supported by excellent data and charts….

 

Top 10 Business Networking Tips
By @ProeSource

Concise and practical advice on the 10 big things that make networking just work better…

 

PwC: Wealth Managers are too complacent with Fintech
By @FinAd_IQ

“While 60% of wealth and asset managers fear losing ground to fintech firms and 61% are particularly concerned about fintech’s squeeze on their profit margins, 17% believe there’s nothing to fear at all….”

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 Building a Profitable AND Valuable Practice
0
0
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 314 other followers

sidebar_tony

Follow tonyvidler on

Comments (0)

Leave a Reply

Your email address will not be published. Required fields are marked *