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

Big Ticks: Best Stories For Professionals This Week

September 23, 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 Marketing Financial Services To Millennials Revealed A Winning Formula For Digital Audiences
By @Skyword

A very insightful look into how consumer buying behaviour and engagement with financial services has changed, and how it is continuing to change reinforces the view that it is not a simple of choice of “online versus human” engagement but a blend of everything…


Things To Consider When Changing Licensee As A Risk Adviser
By @riskinfonews

A superb discussion of the issues and considerations for any sort of adviser really who is considering changing licensee, or dealer group, or network affiliation…

Time To Change The Conversation On Fees & Referrals
By @newsfromIN

This presents a different perspective (and nice little “script”) on shifting the emphasis of the conversation when fees are challenged or asking to be discounted in a very professional and value-orientated way…


7 Reasons Why Customers Make The Decisions They Make
By @iris_xyz

Leaning upon the teachings of Aristotle who concluded that human behaviour was either rational or irrational, and when irrational it could be attributed to one of seven things, this great article explores how understanding these 7 reasons can help with engaging potential clients better…


Are Cryptocurrencies The Best Investment Opportunity Of The Next Decade?
By @AdvPerspectives

“According to Don Tapscott, a University of Toronto adjunct professor, business executive, author and speaker, it is the technology most likely to have the greatest impact on the next few decades – not social media, not AI, not robotics, but the underlying technology of digital currencies called the blockchain


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