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

Big Ticks: The Best Stories For Professionals This Week

November 4, 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 “Comprehensive” Fiduciary Adviser: Reality? Myth? or Liability?
By @wealth_mgmt

“Financial advisors are facing real risk when they hold themselves out as a fiduciary and a comprehensive planner, when in fact, they might not be able to meet either of those promises…”


Robots In Finance Bring New Risks To Stability, Regulators Warn
By @technology

A view exists from those tasked with bringing stability to markets that robotics and Artificial Intelligence may well contribute to increased volatility and instability…

Commissioned Salespeople Get A Bad Rap: Here’s Why You Should Hire More
By @Forbes

Now this is a different perspective for professionals today: some good arguments for having commissioned sales people in your business… 


Morningstar versus The Wall Street Journal: Who Won?
By @AdvPerspectives

The Wall Street Journal says that funds given a top “star” rating by Morningstar won’t be top performers. But the Journal’s findings are neither new nor as conclusive as its article states.

The Wall Street Journal published its findings in a long investigative article, “The Morningstar Mirage,” which appeared on October 25, 2017. Morningstar responded with articles by three of its executives…”    …game on…


5 Trends Forcing Financial Marketers To Rethink Their Social Media Strategy
By @FinancialBrand

While written specifically for banks there are some excellent observations based upon research which anyone in financial services who is interested in marketing their brand might want to consider and take onboard…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
The Benefits Of A Prepared “Sales Script” (and the steps to making one)
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