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

Big Ticks: Best Stories For Professionals This Week

December 16, 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:
Why Referrals Are Down – and what to do about it
By @AdvPerspectives

“Perhaps nowhere is the change we’re seeing greater than in how successful advisors are attracting new clients – and in particular the collapse in the role that referrals play in bringing new clients on board…”


Here, here!


Are Insurers Actually Meeting Client Expectations? (Not quite there yet)
By @insurtechnews

“Insurance has, rightly or wrongly, always been an industry with infrequent customer touch-points. However, in today’s always-on world, the possibilities for customer engagement are boundless. The widespread dissatisfaction with current levels of customer engagement, while obviously showing up shortcomings, bodes well for the future of the industry….”



The Metrics Of Trust
Via @granthicks77

Developing and building trust with clients looks like it can be broken down into a reasonably predictable process, which means you can control it…

What Advisers Should Know About Bitcoin’s Millennial Appeal
By @finplan

This provides some insight into the appeal of Bitcoin, and why people are interested in investing in it…



What does being “Financially Fit” look like?
By @FinStd

Interesting insights into some consumer behaviour around financial planning and using financial advice…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
How To Coach Your People To Greater Success

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 322 other followers

Facebook: 0, Twitter: 13918, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply