Big Ticks: Best Stories for Professional Advisers This Week
Tony's BIG ticks

Big Ticks: Best Stories for Professional Advisers This Week

December 17, 2016
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 recently.


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.

Professional picks have been:
The Death of Referrals and the Future Of Business Development For Financial Advisers
By @MichaelKitces

It is “accepted wisdom” that the best way to grow an advisory firm is through referrals. Of course, that means brand new financial advisors have to hustle harder to get their first few clients – because they don’t have anyone to refer them – but even for those in their early years, once there’s a critical mass of clients on board who can refer, it’s supposed to be smooth sailing from there.   Except that it isn’t anymore…”


What should you budget for digital marketing in 2017?
By @rickwhittington

A great article which considers the trends in digital together with the requirements for a financial advice practice, and where budgets might best be allocated…


Lessons from Google: How advisers can maintain relevance in a changing world
By @DuranMoney

“Since Google has the lofty mission of informing the world, it makes sense that they obsess over how we all consume information. Here is how they view the shifts in consumer behavior over the past few decades…”


Will your clients leave you in 2017?
By @granthicks77

“When your clients see the fees, will they expect more from you and your team? “  The answer is “yes” of course…so what do you need to think about doing?


Disrupting the General Insurance Industry: A DevOps Perspective
By @DevOpsGuys

With the insurance industry “ripe for disruption” what are the 9 areas where digital technology are most likely to have a masive impact?


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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