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 13, 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 @riskinfonews

“…Whatever pricing model a business operates under – whether it be asset based, a fixed dollar rate, commission, an hourly rate or a mixture – there is much more to getting the pricing ‘right’ than simply number crunching….”

…and this will help.


Covid-19 Has Exposed Weaknesses In Digital Strategies
By @iris_xyz

Some really interesting observations here on how the new digital has become the new normal for consumers and advisers alike...



5 Keys To Building Business Relationships
By @HingeMarketing

Some great insights here on how best to connect and communicate with new clients, good clients, low value clients…should be something here for just about everyone!


Does The Case For Stocks Still Stand?
By @Morningstarinc

Let’s go to the research and see what can be made of the mad markets in the last month or two…



Why We’re Blind To Probability
By @collabfund

“…the idea that something can be likely and not happen, or unlikely and still happen, is one of the world’s most important tricks….”

A really good article on the challenge of managing expectations as much as managing people when it comes to investment…


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

Unravelling The Gordian Knot Of Getting Referral Business

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