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

Big Ticks: Best Stories For Professionals This Week

November 18, 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:
Charging What You’re Worth: Discussing Advisory Fees With Clients
By @CeteraAdvisors

An excellent article for any adviser who hasn’t begun charging clients directly as it works through calculating a rate, together with looking at recent research on what many advisers are charging…



The Central Question For Your Business
By @AdvPerspectives

“Almost 60 years ago, an article appeared in the Harvard Business Review that posed the most important question for any business – and a question that is essential for advisors to address today.  Research by Harvard Business School’s Ted Levitt dug into the reasons that once-dominant industries like railroads, movie theatres and corner grocery stores had fallen on hard times….”

…and it is a great question to ask yourself…



10 Challenges Facing Insurance Advisers And The Promise Of Technology
By @gustafson_kelly

An interesting perspective on the common challenges facing insurance advisers in particular, but true enough of most financial advisers, and some of the ways that technology is disrupting their businesses…

The Key To “Platform Value For Money”
By @_moneymarketing

An interesting review of a recent study on the value that platforms, and the advisers who use them, create for investors…


Why Your Free First Appointments Don’t Work (and what will work instead)
By @stew_bell

A great point is made with an excellent analogy: prospects are like mice.  They only want two things…and what we are offering is one of the things they don’t want…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Written Advice: Should it be Clear? Concise? or Effective?
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