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

Big Ticks: The Best Stories For Professional Advisers This Week

May 2, 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 @iris_xyz

Simply put, this is a superb article with practical guidance on how to strategically re-assess for a financial advisory firm considering how to work in the new world order…


Elevating Client Service To Actually Drive Growth Through Client Referrals
By @MichaelKitces

…the Client Service Process is actually the key to growth, and how it consists of not only the client service experience itself, but also the Operations Experience – the behind-the-scenes activities that clients may or may not see directly, but that they can certainly feel the effects of through every interaction they have with the firm…



3 Ways To Maintain And Grow Your Financial Advisory Practice During The Coronavirus Crisis
By @FAmagazine

This is expecially useful for younger or newer advisers who have not perhaps experienced a significant market correction or crisis yet in their careers, but it is also pertinent for many experienced practitioners too…


Has Covid-19 Solved The Advice Problem?
By @FinStd

Good thinking here about some of the opportunities which have arisen for advisory firms from the crisis, and how they could translate into a far more valuable offering in the future…



Execs Need To Up Their Game On Social If They Want To Keep Investors Close
By @BrunswickGroup

If you haven’t realised the importance of social media to your firm yet, then read this. Great research on what consumers think and how they make some decisons – and the importance of social media in that process for advisory firms…


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

The Cost Of Convenience In Insurance: Underwrite At Proposal Or At Claim Time?

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