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

Big Ticks: The Best Stories For Professionals This Week

January 21, 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 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 key business trends in the Advisory business
By @AdvPerspectives

Superbly detailed thinking on the most pressing of trends which are affecting advisory practices in many countries…well worth the read!


From Trust to Loyalty: A Global Survey Of What Investors Want
By @CFAinstitute

The findings of a wide ranging survey into what consumers want, and how much they trust their financial services providers, are provided…

Offshoring: Silver Bullet, or Poisoned Chalice?
By @planner_tweets

Increased margin squeeze for advice practices and financial services firms do not look like slowing down, and the question on everyone’s lips is “how to reduce costs and maintain margin?”  Is offshoring support services really worthwhile in the bid to reduce costs?


5 Ways to leverage Social Media to get more clients
By @InsNewsNet

Enough research has been done showing that social media works as a marketing tool, and “numbers tell financial advisors a compelling story – to grow their businesses, they need to ramp up their digital marketing efforts, especially via social media.”  This is an excellent start…


The Emerging “Robo Embracer” Client
By @finplan

“As firms and advisers look to adopt and market automated digital advice services, it’s important that they understand who the potential early adopters are…”


Share them around please…they are too good to keep to yourself!  

P.S.  My best this week?  I think it was
 Dependability: The Differentiator Any Adviser Can Use?
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