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

Big Ticks: Best Stories For Professionals This Week

October 28, 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:
Identifying Variation in Client Characteristics between Financial Planning Compensation Models
By @fpassociation

“This study examines how client characteristics differ between individuals who use commission-only, fee-only, and commission-and-fee financial planners…..Some client characteristics were related to the type of services provided by each compensation model. By understanding these profiles, financial planners can help focus their marketing material and skills toward the types of clients who are most likely to use their services”


How To Minimise Your Marketing Budget a(and still get results)
By @KaliHawlk

A series of really good pointers and tips to help with any advisers marketing…without necessarily breaking the bank to do it…

The Reason You Don’t Get More Referrals From Centres-Of-Influence
By @jlittlechild

Some interesting observations are made as to why advisers do not get as much referral business as they could, and a different approach to building the relationship with COI’s is explained (well, different for many)… 


Call For Higher Pension Ages
By @Top1000Funds

The ratio of working years to retirement years should be a minimum of 2 to 1, says David Knox, senior partner at Mercer and author of the Melbourne Mercer Global Pension Index, who says increasing the pension age is a universal policy solution to the pension crisis..

What Is The Optimal Shape Of Retirement Planning – Is it Curve, Triangle, or Rectangle?
By @MichaelKitces

A detailed and insightful look into how retirement planning theory has evolved over the years, and the relative merits of a variety of approaches that a planer might take…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Your USP is not about You…it is about the value for THEM
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