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

Big Ticks: The Best Stories For Professional Advisers This Week

November 16, 2019
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 @PatrickFlynnFP

“For a lot of people, it’d be easier to borrow $100,000 than it would be to get advice on whether you should borrow $100,000. In 2019, there are very few services that are like financial advice. Advice requires more significant time and effort upfront, with a long delay before the full value of the advice process is delivered. This gap, between effort and value, is what I call the Trust Canyon...”

This is one of the best articles I have read for a while on how to navigate the challenge of keeping clients engaged while trying to deploy a comprehensive advice service.

Just read it.


Changing The Channel: Voice Computing & The Future Of Insurance
By @InsNerds

“Hey Alexa, get me some insurance…”

Ridiculous? Not really….some insurers are already there. So what does that mean for advisers and consumers?



What Does The Future Hold For The Advice Profession?
By @RobinJPowell

Good article that discusses how advisers will need to re-position in the ace of surging demand for financial solutions, the prevalence of technology to deliver much of which advisers once held as their domain, and human emotion…



What Do Investors Focus On When They Visit Financial Adviser Websites?
By @SeekingAlpha

A good and concise summary of the things you just have to get right if you want to be in with any chance of them choosing you…



Why You Need A Fully Responsive Financial Adviser Website
By @PaladinDM

If your website is getting a bit out of touch (like it is more than 18 months old) you’ll want to consider the points raised here if you want it to be effective…



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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