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

Big Ticks: The Best Stories For Professionals This Week

October 21, 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:
4 in 10 Adults Under Age 35 Prefer Online Advice
By @FPTodayNews

“The report says that financial confidence online is growing and is reflected in greater use of technology. As 25‑34 year olds gradually gain more experience with financial products, their confidence in managing their money and knowledge of financial matters is increasing….”


The Advisers Guide To A.I.
By @finplan

Use of A.I. is not just the domain of institutions and smarty tech startups….the most successful advisers are already using it in their practices it seems…

Reverse-Mentoring: You Asked…The Millennials Answered
By @SEIMissyP

An interesting interview with an adviser specialising in dealing with Millennials that considers questions such as whether they will engage with advice, and if so how they like to pay, and what their issues and concerns are… 


Don’t Underestimate Clients On Advice Fees
By @riskinfonews

One adviser explains how he constructs and then charges a fe for insurance advice…and gets paid it.

3 Tests To Measure The Strength Of Your USP
By @BizMattersMag

An excellent and concise article on three great questions that will help determine whether your Unique Selling Proposition (USP) will resonate with the market…or why it isn’t resonating…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Your FREE services Is A Barrier To Getting The Right Clients
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 319 other followers

Facebook: 0, Twitter: 13891, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply