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

Big Ticks: Best Stories For Professionals This Week

September 9, 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:
Will Robo-advice make human Insurance Agents vanish?
By @Accentureins

Actually, research with 33,000 clients has revealed that the two are not incompatible…they can work together very nicely…


Customer Segmentation Strategies In Banking Are Broken
By @FinancialBrand

Not just for bankers…this applies to all financial services.  The traditional way of segmenting clients needs a re-think, and this article makes a strong argument for taking into account the degree of “digital savvy” that clients have as a key point of difference and future value…

Decisions, Decisions…
By @awealthofcs

“Much of investment management is turning into a commodity in many respects. Anything that can be automated will be in the future. Anyone fighting this trend will be sorry. There’s a ton of nuance that goes with this statement so I wanted to elaborate. While I do feel that technology is going to continue to play a larger role in the financial services industry, people still have to make decisions. You can’t automate understanding, context or situational awareness…


The Value Proposition That Negates The Robo Threat
By @AdvPerspectives

At its most simple: Be the Concierge for your clients.  How one does that and how you might explain that service is explained in some detail…


The Advice Clients Will Pay For In The Future
By @planner_tweets

“Client planning needs are evolving away from ‘single need’ solutions such as investment management or tax planning and towards an integrated solution that requires a more holistic and integrated approach…”


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Sanity Check: A “Statement of Advice” should be a “statement”
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