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

Big Ticks: Best Stories For Professionals This Week

September 16, 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 High Growth Financial Advisers Attract & Win More Clients
By @blueleafadviser

This cuts to the chase and discusses 4 key things that high growth advisers do better than everyone else – and how they do them…


Why Advisers Should Build A Progressive Service Model
By @stew_bell

This is an excellent article exploring why most advisers have the service segments that they do, and how one might go about re-thinking the service tiers and offerings in light of market changes and trends…

Value Is In The Eye Of The Consumer – Beware Advice Professions
By @InnovusAdvice

Financial advisers are beginning to head down paths which accountants and lawyers have already trod, and there are lessons we should learn about expressing value, and charging based on value, from their experiences…


Three Levels Of Trust – and why they matter
By @fpaassociation

Research is showing that financial advisers definitely have a “trust issue” with far too many consumers, and in part that could possibly be because advisers themselves don’t understand the different types of trust that they have to build with consumers…


A surprising finding about student loans and retirement savings

“Do student loans hurt retirement savings?

Conventional wisdom says yes. After all, having to divert money toward student-loan payments can make it difficult to start building a nest egg. And the earlier people start saving for retirement, the more they can benefit from the power of compounding.

But having steep educational debt may not affect young people to the extent you might think, according to researchers…”


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
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