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

Big Ticks: Best Stories For Professionals This Week

December 2, 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:
What is my Practice worth? (What you need to know about value and valuation)
By @fpassociation

This would be very close to being THE definitive piece on what factors affect value of professional practices.  An excellent piece of work for anyone who cares about maximising the value of their professional business…



Why Clients Ignore Your e-Newsletters
By @AdvPerspectives

A great article on the “cardinal sins” of communication, and where and how adviser newsletters fail – or could be improved….



Strides in CRM, Artificial Intelligence Software Hold Promise For Advisers
By @IBDinvestors

“Reflecting on her 16 years as an advisor, Jessica Peck Donnerstein traces the evolution of CRM systems. She recalls using yellow legal pads and rudimentary CRM products in the early 2000s. In 2011, she began using a more robust platform …”

6 Influencer Marketing Mistakes That Are Crippling Your Campaigns
By @jeffbullas

If you believe that reputation marketing is critical to your success as a professional then you will want to read this article…



How Asset & Wealth Managers Can Leapfrog Into The Digital World
By @FundStrategy

Some excellent insights into the link between outstanding performance and technology adoption, and what holds some back…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
How To Get Paid For Every Advice Step
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