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 23, 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 @brettdavidson

Is your practice making as much as you think it should? If not, you should go back through your business basics with this helpful guide to figure out what needs changing to get the results you want…


How To Get Clients Through Favourable Introductions
By @granthicks77

Getting referrals is tough…but getting introductions (or “recommendations” as I prefer) is a heck of a lot easier, and it really only involves shifting the language a little and introducing a couple of questions into your client discussions…



Differentiate Yourself Or Die
By @FAMagazine

an excellent article interviewing Michael Kitces with his thoughts on growing a differentiated business, and where the greatest opportunities are for financial advisers to do so…



UK Charges Ahead With Legal Certainty For Smart Contracts & Crypto-Assets
By @Finextra

Given the impact UK law decisions have on so many other jurisdictions around the world, this is pretty significant…



The 60/40 Portfolio Will Outlive Us All
By @AdvPerspectives

“The traditional 60/40 mix, which has returned about 6% a year since 1970…might not be enough to generate the returns that investors have come to expect.”

Well, that explains it.

Except he is wrong.




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

Want Prospects To Open Up? Then Take A Tip From Professional Interviewers (like Oprah)

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