Tony's BIG ticks

Big Ticks: The Best Stories For Professional Advisers This Week

April 3, 2021

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by Tony Vidler

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:

Risk In Retirement: 5 Strategies For Finding The Right Balance

By @FirstLinksAus

Excellent article for any adviser in the retirement planning space:

“…retirees still need to take measured risk to meet their goals, but they may need to plan differently than they would have in the past.

Why do investors need investment risk?

Regardless of retirement status, all investors face investment risk of some kind. Risk refers to the degree of uncertainty or potential financial loss that is inevitable in any investment decision. Typically, as investment risks rise, investors seek higher returns to counteract their own anxieties for taking such risks.

However, retirees usually view the world differently from when they were working, and perhaps the single largest change they experience is how they respond to risk…“

Wealth Accumulation Phase – Strategies and Examples

By @EducatorFI

How Innovative “Bundled Banking” Subscription Models Make More Money

By @FinancialBrand

While the focus is on how banks can use subscription based services and bundling products, there are fantastic ideas and suggestions here for any financial services business…

What Cognitive Psychology Has To Teach Risk Professionals

By @RiskInsurance

An interesting short article on how 2 different systems in our brain are fighting for control of the decision making process …

Could Working From Home Widen The “Soft Skills Gap”?

By @authorityscribe

“…Which skills do employers report are the hardest to find among recent college grads? Critical-thinking, communication, listening, and interpersonal skills—the so-called “soft skills.”Why? Because these days, instead of joining campus clubs or volunteering alongside their peers, many college students opt for online groups, apps, and social networks...…

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

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

What I’ve learned while using Social Media for business

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