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

Big Ticks: The Best Stories For Professionals This Week

September 2, 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:
Compliance can blind you to clients needs
By @planner_tweets

I could not agree more! “Compliance may have delivered a measure of consistency, but it has limited consumers’ access to exceptional advice and robbed advisers of the courage and certainty needed to provide clear, concise and effective advice…”


The 5 Points That Belong On Every Advisers Website
By @BobVeres

Some predictable tips perhaps, but then a few quite different tips too.  It is all about taking the opportunity to highlight your transparency and take a step towards creating trust…

WEF tips establishment to beat disruptors in upstarts wrestling match
By @InvNewsNZ

Hold all bets.  Some folk who should have a few ideas do not think that the incumbents in financial services should be written off just yet. In fact they are tipped to beat the majority of the #fintech disruptors…


CFA Touts “Purposeful Capitalism”
By @Top1000Funds

An argument is made that for a sustainable future for themselves investment managers should better align the interests of ALL stakeholders, and place greater emphasis upon governance and ethics…


Self-Publishing Your Own Book As A Financial Adviser In 6 Months
By @MichaelKitces

“One effective way to communicate and “prove” an advisor’s expertise is by publishing your expertise in the form of a book – to literally be the one who “wrote the book” on the subject! Unfortunately, though, for most advisors the idea of writing a book is truly daunting…”


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
What A Practice Needs In Order To Achieve Exceptional Growth
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