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

Big Ticks: The Best Stories For Professionals This Week

February 3, 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 Problem With Financial Advice
By @FinStd

An excellent summary of the challenges of delivering advice in a manner which meets the expectations of regulators, industry stakeholders and consumers, and the challenges this poses for advisers in the future…



Trust Is More Than Just A Virtue
By @planner_tweets

The development of a professional trusted relationship is more complex than we perhaps realise, and maintaining that trusted relationship is perhaps even harder still given the inherent conflicts which exist when one is running a  business based upon trusted relationships…



Choosing The Digital Transformation Strategy That Is Best For Your Company
By @B2Community

Any service business which wishes to prosper in the years ahead needs to have a digital strategy, and the dilemma is often knowing where to start the strategic thinking process in this area.  This excellent article highlights the 3 key questions that any business must ask in order to determine the best way ahead for themselves…



How To Breath New Life Into Life Insurance
By @BainAlerts

A brilliant synopsis of where the life insurance industry is at, and what it needs to do…



Three Steps To Dramatically Happier Clients: Lessons From The Airline Industry
By @AdvPerspectives

“…the airline industry (is) providing a roadmap of how to treat your most important clients. This is perhaps the only area where airlines can be a useful role model for customer service, as legacy airlines have been justifiably excoriated for the hellish experience they inflict on run of the mill passengers. But life for their best customers is a very different story – and one from which advisors can learn.”


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Dropping The “Who Do You Know Who” Bomb Is Dumb
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