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

Big Ticks: The Best Stories For Professional Advisers This Week

June 6, 2020
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:
By @suitable_advice

Superb article.  Just read it.

Research based summary of the merits in adopting a holistic approach to clients financial advice needs…


Mental Health & Financial Services: Delivering Better Advice, Service And Care
By @AdviserVoice

“…As the conduit between client and product and service providers, Financial Advisers are therefore at the forefront of this ‘mental health revolution’….”

Great article on the challenges faced by society, the financial services sector, and advisers who increasingly find themselves on the front line of dealing with mental health issues…



The Compassion Paradox
By @AdvPerspectives

We need to care in order to do our jobs well…but not care too much or we can’t do our jobs well…

This great article explains and breaks down the dilemma of delivering advice with compassion…


How to combat Zoom fatigue
By @HarvardBiz

It’s real folks….all those Zoom meetings do produce a different sort of fatigue – but you can manage it better!  Read on…



Niall Ferguson on what the pandemic means for the global economy, geopolitics – and parties
By @wef

“…Ferguson discussed lessons from history for the economic recovery ahead; the potential impact of the virus on geopolitics and globalization; and why lockdown life suits some people – including him….”


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was

The Financial Advisory World Has Changed…For Good.

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