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

Big Ticks: Best Stories For Professionals This Week

October 14, 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:
Good Advice vs Effective Advice
By @awealthofcs

“Anyone can offer good advice but very few people or firms in the advice-giving business think beyond to also offer effective advice on top of it….”


50 Fintech Startups Disrupting The Finance Industry
By @KintuLabs

If you are wondering where the big changes to financial services are coming from then this is a pretty good place to begin….a lot of very clever companies with very cool ideas who are figuring out niches and areas to compete in and transform…

A Handy New Sales Hack
By @ConsultingChick

A great find: How to get more from your LinkedIn connections through being able to really personalise those initial moments of engagement… 


The Value of Premium Wealth Management
By @CFAinstitute

A guide for investors during World Investor Week…and pretty handy for the Advisers who advise them…

Insurers Should Digitize Retirement Services Sales: McKinsey
By @Think_Allison

McKinsey and Company make the argument in a new report based on a recent survey of about 4,600 U.S. adults about how consumers see the industry, and how they wish to engage with it…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Anchors Away! How To Work Out Which Clients To Drop
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