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

Big Ticks: The Best Stories For Professionals This Week

February 10, 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:
How To Develop And Retain Young Advisers To Carry On Your Legacy
By @SEIMissyP

Considering, formulating and then discussing a succession strategy for younger advisers to follow needs to happen much much earlier than most current advisers realise – and there are few things to take into consideration which are well summarised in this excellent article…



The Future Of Fees: Menu-Based Pricing
By @Value_Strat

“The best way to defend one’s value and prepare … is to parse out the specific components of one’s value proposition, price them out, and offer the client a menu that makes it possible to tailor the service (and the price)…”



The World’s Best Financial Adviser Websites
By @AdvPerspectives

Any “best” list is always subjective, but regardless of whether these are the best or not it is an excellent look at a number of very very good websites and what makes them good – there HAS to be ideas here for anyone…



Developing Talent
By @MarkTibergien

Developing (and keeping) the right talent is about much more than compensation, and this article outlines how one might put together a career path for advisers that develops them as well as the practice…



The Changing Face Of Insurance
By @FinStd

An interesting snapshot of the challenges facing the insurance industry after successive years of losses followed by steep premium hikes, and how the industry in Australia is adapting to those pressures…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
How To Explain Your Process and Fees To Clients
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