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

Big Ticks: The Best Stories For Professionals This Week

January 20, 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:
Use “Labelling” To Overcome Objections
By @AdvPerspectives

The heading is a little contentious perhaps, but the article provides some great insight into consumer behaviour and how we an tap into that to strengthen the advice process and relationships…



Should Financial Advisers Act Like Salespeople?
By @matt_levine

“A big problem in the financial industry is that lots of its clients think that they are dealing with advisers, while the industry thinks they are dealing with salespeople…”



The Advantages Of Selling Your Firm To Employees Or Management
By @iris_xyz

An excellent summary of the considerations and benefits in transferring ownership of your firm with an internal sale…


The New Architecture Of Wealth Management Technology
Via @jaypalter

A little bit technical perhaps, however there is a fundamental shift in systems design and utilisation that institutions in particular will have to master if they are to meet consumer expectations and compete with online offerings…



The Past, Present, And Future Of Money, Banking & Finance
By @bbvaOpenMind

This is a superb article exploring the history and evolution of money and finance…a great read for anyone in the “money business”….


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