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 30, 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 @finplan

Thousands of stores have shuttered as online challengers eat their margins. And the threats keep multiplying. Now, secondhand websites and a consumer desire to recycle and eliminate waste are cutting into demand for new products.

The upshot of all this for financial advisors is twofold. Clients may recognize the value of holistic wealth management — but balk at paying for it…

 

 

Why Advisers Should Offer Financial Plans
By @iris_xyz

…and then there is this line of thought…because the evidence is in that it enhances client satsifaction and loyalty…

 

 

Savers Who Take Financial Advice Are Better Off
By @FTAdviser

Interesting article outlining that those who took advice during the 2000’s in the UK are some 47,000 pounds better off as a result than those who didn’t…

 

 

How The Composition Of Wealth Differs From The Middle Class To The Top 1%
By @visualcap

USA data, but I suspect it is similar in most western economies, and the difference really is the Top 1% have very little lazy equity….

 

 

Developing An Annual Review Process For Your Firm
By @XYPlanning

“What should an annual review process include? Ideally, the annual review process should offer a chance for the team to look back and identify and celebrate wins and the opportunity for individual team members to think about their professional development goals and make a plan to move toward those goals…”

This is a bit of a different way of reviewing your year…worth considering!

 

 

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

What is your offerring to advice clients? Fast Food, or Fine Dining?

0
0
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 298 other followers

sidebar_tony
Facebook: 2831, Twitter: 14023, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply