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

Big Ticks: The Best Stories For Professional Advisers This Week

December 7, 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 @AdvPerspectives

When it comes to the capital value of your advisory firm there are “three drivers increase a firm’s value and another three can decrease it…” according to this expert…



Want to reach the next generation of clients? Productize Your Services
By @iris_xyz

Excellent observations here about how the next generations are different in how they view products and services (and buy them) and then what impact that has upon how you might offer financial advisory services to them…



Women & Wealth: 3 Findings And Their Risks
By @Enterprising

…three key research findings relate to women’s preferred communication style for money and investing, the types of investments that appeal to most women, and women’s attitudes toward risk taking.

So what are these three findings, what changes do they demand from the investment industry, and what are their top three associated risks both for financial advisers and their female clients?

Read on…



Cybersecurity for Advisers and Private Clients
By @wealth_mgmt

A good summary of areas of vulnerability and risk, and a great “awareness” tool for what I believe will be the biggest issue in financial services in coming years….



Financial Planning Standards Board Issues Guidance Note To Support Planners Working With Vulnerable Clients

Excellent work from FPSB here and a great resource for all financial advisers – not just planners…




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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