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

Big Ticks: Best Stories For Professionals This Week

January 13, 2018
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 Future of The Firm in Professional Services
By @Postshift

“…even in the hallowed halls of the oldest professional services firms, there is a sense that real change is coming, and a growing interest in how Digital Transformation might play out….”



The Yin and the Yang of Retirement Income Philosophies
By @Cuffelinks

What are the implications and key considerations of the two main schools of thought when it comes to retirement planning?  Is safety-first better, or probability-based planning?



The Deloitte Tech Trends for 2018 Report
Via @JulesRatcliffe

The tech trends most likely to have a deep and significant impact upon how you do business…

Why Fee Billing Can Make – or Break – A Takeover
By @MichaelKitces

A superbly detailed article on the challenges of merging professional service firms with different business models, or even different fee levels or charging structures…



It’s Been Hard For Investors To Back A Loser Over The Last 2 Years…

The always-popular “Asset Class Quilt of Total Returns” shows that 2016 and 2017 have been pretty good for investors…in fact it has been pretty hard for them to get it wrong….


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
The Professional’s Branding Challenge: How to look different while blending in (& why it matters)
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