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

Big Ticks: The Best Stories For Professional Advisers This Week

July 18, 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 @brettdavidson

Another great and practical piece of advice on how to run your advisory business better from the consistently valuable Brett Davidson – you should follow this guy if you’re trying to grow an advice business.


You Are The Guru, Guide & Gladiator For Your Clients
By @Russell_Invest

“…many financial advisors still do not have a framework to describe their service model to clients, even though they spend a tremendous amount of time researching investments, preparing portfolios and conversing with clients. 

I want to offer a borrowed framework from a past colleague built on three descriptive words: Guru, Guide and Gladiator….


AdviceTech Adoption Driving Practice Dividends
By @moneymanage

“The adoption of advice technology is paying significant dividends for advice practices, with the latest Netwealth Advice Tech Report revealing that it can generate an up to 20% advantage for the firms that do…”   

Clearly it is worth investing in improving efficiency. Who knew?


Mastering The Virtual Practice: 10 Reasons Why Virtual Meetings Are Harder
By @AdvPerspectives

It turns out that there are good reasons for feeling that running virtual meetings is harder…they actually are.  The insights given here will help make them a little easier for the future though…


Toxic Employers And Zombie Employees
By @JuliusJames2015

Some great insights here on what to watch out for when running a practice…


Share them around please…they are too good to keep to yourself!  


P.S.  My best this week?  I think it was

That Tech Competitor Threat Is Really An Opportunity For Some Advisers

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