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

Big Ticks: Best Stories For Professionals This Week

September 30, 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:
The Lie Of Averages
By @choffstein

This one will make you think, especially if you have a bit of an analytical bent. “Averages” have their uses, but it is the use of averages for portfolio construction which is potentially dangerous…


The Integration Of Wearables And Insurance
By @SwissRe

A detailed and excellent look at the development of some technology and the impact that will have in one part of the financial services sector…

Adviser Delivery Methods Crucial For Potential Clients

“One third of consumers say delivery methods and costs are the most important factors they consider when seeking financial advice, according to a study by LIMRA….”


Suitability and Syntax – Cracking Client Reports
By @AdviserLounge

It is interesting to read the reaction of someone who knows the industry well when they are in the position of being a client, and even though they know what to expect (they think) the documentation and process is, well, uninspiring…

The Number 1 Way To Reduce Anxiety And Gain Leverage During Sales Negotiations
By @RAINSelling

The number one thing to do is “always be willing to walk away” – which sounds simple enough.  But there is a bit of psychology behind it and some good tips on how to manage that process as a form of negotiation…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
You Deliver Value, So Why Not Promise It?
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