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 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 @Morningstarinc

How can you align the discrepancies between what we think clients want and what they do actually want? The answer lies in having the right sort of conversations…



What Buyers Say About Soft Skills For Sales Professionals
By @PeopleFirstPS

In a similar vein (but with a whole different focus), here is the difference between what consumers say they want from a professional and what the professionals managers think the consumers want….



The Best Advisers Think Differently – Do You?
By @brettdavidson

An interesting look at “the 7 traits of great Adviser-Owners”…



4 Ways To Enhance Your Advisory Services With Behavioural Finance
By @iris_xyz

Despite the countless articles, research studies, and books published on behavioral finance and its impact on financial advice, very few writings provide actionable insights for how to incorporate these concepts into client relationships or the fundamentals of investing…”

But here are 4 things you can action.



2019 Advice Landscape Report
By @AdviserRatings

Some insights from the Australian scene on impacts of regulation and shifting market conditions on perceived risk, adviser numbers, and issues for advice…




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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