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

The Big Ticks: Best Stories For Professional Advisers This Week

July 23, 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:
Industry must face up to trend for commission regulation 
via @PhilMacalister

Superb dissection of a Regulators report into insurance commission, and what the real issues are….

Wealth Managers need to focus on what clients really want 
by @Cuffelinks

“The rules of the game have changed. To continue to grow, managers must learn to compete with man, machine, and hybrid-based firms to retain and attract assets”

This Entrepreneur built his business through social media – and you can too 
By @CherylSnapp

…AND you can do it without “overtly promoting yourself”…

Fintech III and what Financial Services can learn from Retailers 
By @Finextra

The promise of the “personalised experience” is yet to be truly realised in financial services use of technology…

From Ice Cream To Insurance
By @HelenTwose

Good insight into how creating premium value – the expensive end of the market -can drive growth and opportunity…


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

P.S.  My best this week?  I think it was
 Innovation in Advice: Why does it have to be this way?
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