by Tony Vidler        

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 @MichaelKitces

Here is a question that virtually every young adviser asks at some point in their formative years, and the topic is superbly addressed in this detailed article…

Who Should Pay For Life Insurance Advice?

By @riskinfonews

Reality Check For Wealth Management: Don’t Guess At What Investors Really Want

By @TheRudinGroup

Some great insights into consumer buying and communication preferences, and how they have shifted during the pandemic…

Smart Compensation Practices Can Make Wealth Management Hiring Easier. Here’s How.

By @Barronsonline

“…While many advisors excel at rainmaking, they often lack skills around hiring and compensation. Getting this right is even more important in a tight job market to prevent crippling business mistakes. Barron’s Advisor spoke to several experts who routinely counsel financial advisors about hiring and compensation best practices. Here are their recommendations:..”

Investing And The Fear Of Missing Out

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

P.S.  My best this week?  I think it was

The Words You Use Can Make Or Break The Sale