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

Big Ticks: The Best Stories For Professional Advisers This Week

August 24, 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 @riskinfonews

Some fabulous research is coming out of Australia showing the difference in claims performance when an Adviser has been involved in the process…there is no doubt that advisers make a difference to product suitability and performance!

Warranties & Indemnities In The Sale Of Financial Advice Portfolios
By @FinStd

Great suggestions here on strengthening the Due Diligence process, and what buyers are now considering and interested in, when looking to transfer ownership of an advice book of business

New Small Firm Leveraging Economics
By @lawyerist

While written specifically for lawyers & law firms, the observations, trends and suggestions here are just as applicable for financial services…

Digital Transformation In Asset & Wealth Management: Catering For The Future Investor
By @kurtosys

“According to PWC’s report ‘Sink or Swim: why wealth management can’t afford to miss the digital wave’ – which draws on interviews with wealth managers, CEOs and fintech innovators, and insights from a survey of 1,000 high-net-worth individuals (HNWIs) worldwide – only a quarter of wealth managers offer digital channels beyond email…”

Hhhmmmmm….some folk have to lift their game then.

Study: IWI Advisers Adopting Independent Business Models
By @FAmagazine

Some very interesting insights and perspectives on trends in advisory firm business structures…

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

Why Not Have Everyone Labelled As “A Clients”?

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 297 other followers

Facebook: 2831, Twitter: 14001, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply