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 8, 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 @FAmagazine

A survey of North American investors throws up some interesting info – a mere 9% of investors prefer Zoom-type meetings for instance…but then there is fabulous insight on how a range of connecting and communicating methods are perceived and how people like to engage with advisers…


Advisers Are Using Social Media Wrong (and this survey reveals how to get it right!)
By @RIAintel

“…financial advisors shouldn’t give up on social media as a professional tool. A new survey shows they might just need to rethink the nature of its usefulness….”

Indeed advisers should re-think how they are using social media generally.


Life Insurance 2030: The Products Of The Future
By @AdviserVoice

This a fantastic look at how the nature of risk is changing, together with consumers berhaviour and expectations chaning, and how that mighht (should?) impact upon insurance policy design for the future…


Mind The Trust Gap: CFA study uncovers financial services reputational risk factors
By @InvNewsNZ

A nice little executive summary here of the gap between advisers, institutions and consumers on matters of trust, and what issues are creating the distrust…


5 Trends That Will Impact The Wealth Management Industry
By @WealthProCA

While most businesses are focusing on how to protect their clients from the various market risks that have been experienced in 2020 – primarily due to the pandemic – there is a re-shaping of the industry going on quietly in the background.  Some of these trends had already existed as a natural evolution but the changes that have been forced on people while working from home and social distancing have also accelerated things...”


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


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

Adviser Succession: What do the buyers of financial practices look for?

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