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

Big Ticks: The Best Stories For Professional Advisers This Week

February 1, 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 @riskinfonews

The argument that never ends is back, but with a twist.  Excellent data and discussion points are put forward in this article about the effect of cognitive dissonance on the issue – that is; whether what the consumers say they would prefer looks like matching up with their actual choices and behaviours…



Overcoming Obstacles To Ethical Behaviour
By @FinStd

An interesting (and a bit academic) look into the 3 barriers to effective moral judgement and behaviour…



Adviser Ethics Can Resemble A House Of Mirrors
By @RIAIntel

Self-deception enables financial advisors to make recommendations that benefit themselves at the expense of clients, suggests a new academic paper titled “Bribing the Self.”

“People find ways to justify making unethical choices without feeling bad about themselves,”…




9 Ways Advisers Can Add Value For Clients
By @investmentnews

As consolidations continue and fee compression becomes a threat to status quo services, advisers need to be cognizant of the value they can add for clients…”

Indeed – and here are 9 good suggestions.



Why (Financial Institutions) Keep Blowing It Usinng Net Promoter Scores
By @FinancialBrand

Proof here that institutions can engage in self-deception too….it isn’t just individual advisers…it’s a “human thing”…




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

How Do You Create An “Act Now” Mindset With Clients?

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