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

Big Ticks: Best Stories For Professionals This Week

November 11, 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:
Looking Ahead: Planning for “what’s next?” in advice tech
By @AdviserVoice

Advisers are spending significant amounts on tech and constantly trying to figure out how best to use technology to become faster, better and more efficient businesses. So what should advisory firms be thinking about when it comes to the future of tech and its use in the practice?


25 Questions To Ask Your Financial Adviser
By @Cuffelinks

“…the times are a changing. Financial advice as a profession is finally coming of age. But where to start? There are more than 20,000 licensed financial advisers in Australia. How does one sort the wheat from the chaff…”

The Integrated Customer Experience (and how to achieve it)
By @iscoopbiz

A great article based upon the learnings from a survey which found that very few companies had succeeded in establishing integrated cross-channel processes and systems…and a framework on how to do it in the future was developed…


Shifting From “Marketing to Consumers” to “Mattering to People”
By @shaxi

How do brands win in local markets? By getting closer to people, and ironically, by being less about marketing…


What do you do after you press “record”? A formula for video’s that people love…
By @CMIContent

This would be one of the most practical articles on how to make effective video’s that I’ve seen…complete with a very workable formula for every video you produce…

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Tactics For Growing An Advice Business
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