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

Big Ticks: The Best Stories For Professional Advisers This Week

January 11, 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 @XYPlanning

This is a different (and good!) way of thinking about your firms strengths and areas of opportunity, and designing a marketing approach to suit…

 

 

5 Steps To Stronger CyberSecurity
By @AdvPerspectives

…Cyber-criminals are learning that the easiest way to get to your business’s valuable data and financial accounts isn’t by hacking your IT network code – it’s by tricking you and your employees into letting them in the front door….

Good tips here on how to minimise that risk.

 

 

Agile Financial Planning: Replacing “The Plan” With A Process Of Continuing Plan Improvement
By @MichaelKitces

If you’ve ever thought that maybe, just maybe, clients are not really in love with big expensive and detailed financial plans, then this approach just might be for you….

 

 

4 Things Advisers Miss When It Comes To CRM
By @Investmentnews

Excellent article which zero’s in swiftly on what the whole point of having a CRM is about anyway…which is pretty much the thing that most advisers seem to forget…

 

 

Time For A Rapid Transition
By @wealth_mgmt

“…Five characteristics advisers should look for when thinking about succession…”

 

 

 

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

New Thinking In Professional Development For Financial Advisers

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