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

Big Ticks: Best Stories For Professionals This Week

October 7, 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:
Law Firm Profitability & Service Delivery
By @ronfriedmann

This is a brilliant article for ANY professional services firm, not just legal practices.  Many of the methods used in recent years to improve profitability in professional services firms are indeed cutting into the firms ability to deliver service and grow…


Can We Trust The Research On The Use And Benefits Of Financial Advisers?
By @derektharp

An excellent question which is considered from a number of different perspectives….and ultimately concludes that these things should be treated with a degree of skepticism (but that does not mean they are not useful!)

Get Your Target Audience To Develop Your Marketing Ideas For You
By @FPApubs

“Doing all this hard work of pinpointing exactly what to create or do takes a lot of effort. It’s also completely unnecessary because there’s a better way. Instead of guessing what kind of content your ideal client wants and would find relevant, just ask them”…with numerous suggestions on idea generation and engaging to find out what they want from you… 


5 Reasons Why Financial Advisers Stink At Social Media
By @AdvPerspectives

Absolutely spot on!  For all the advisers out there who think social media doesn’t work for them….have a read and then perhaps re-think your position…maybe it is you!

The Need For Advice Will Never Go Away
By @ReformedBroker

An excellent thought leads to an excellent conclusion about why the best practices focus upon behavioural coaching and advisory work…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Getting New Clients: It all begins with one thing
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