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

Big Ticks: The Best Stories For Professional Advisers This Week

December 12, 2020
Best Practice Advice & Financial AdviceA Great Adviser is, or should be, a Thought Leader Practice Management & Strategic IssuesBuild Capacity With Virtual Assistance
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:

 

The Future Of Finance Is In Wealth Management And Retail Trading
By @business

“…A look at the data shows where the industry’s money is being made…”

…and where the future money is to be made…perhaps…

 

 

 

A Quarter Of Non-Advised Consumers Unwilling To Pay For Advice
By @FTAdviser

Research out of the UK backs up what we instinctively know: some people are never going to be prospects for advice, no matter how low the price of advice…

 

 

Millennials Turn To Employers For Financial Wellness (And Only Want Advice When It Is Needed Most)
By @eMoneyAdvisor

“…The GFLEC study found that Millennials are most likely to look for advice when facing a major purchase decision or life event with long-term consequences…(and)…The study also found that 85 percent of Millennials, before a major purchase, conducted their own research …”

They definitely undertake a different buying journey to previous generations…

 

 

 

Future Of Insurance: Unleashing Growth Through New Business Building
By @McKinsey

An interesting look at the key metrics, or areas of opportunity, for todays insurers to focus upon for growth in the face of different competitive forces…

 

 

 

Observations From 2020
By @brettdavidson

Some great observations here on lessons learned from this year, and some of the adjustments for the future that advisory firms would want to consider…

 

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

 

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

Build Capacity With Virtual Assistance

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