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 20, 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 @FAmagazine

Great article considering how investment strategy and portfolio construction may have to change with the significant shift in demographics that is looming…

The Great Wealth Transfer
By @CoreData_Global

“…as we stand on the brink of the biggest intergenerational wealth transfer in history, advisers are presented with an unprecedented opportunity to future proof their business. Those advisers making a concerted effort to build long-lasting relationships with the children and heirs of existing clients stand to reap rich rewards in terms of retaining assets and gaining new clients...”

Scaling Financial Planning Through Adviser Technology Adoption
By @eMoneyAdvisor

firms want to drive innovation to help advisors, simply having the right platform will not always yield the desired result. The critical next step is to encourage technology adoption and long-term advisor use. Let’s explore a few methods home offices can consider to support advisors on their journey to adoption, and ultimately utilization...”

Seller Beware! All Capital Comes With Strings Attached
By @planner_tweets

Beyond making the point about considering what strings might be attached when a suitor wants to invest in ownership of your practice, this article suggests “5 points of compatibility” to look for as well…

Selling An Advice Practice
By @FinStd

Excellent article for anyone thinking about succcession of an advisory business….even if succession is not an immediate objective.

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

Practice Development: The Danger Of Promoting A Competent Adviser

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 303 other followers

Facebook: 2831, Twitter: 13740, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply