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 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 really thoughtful article discussing the challenges of existing service offers and how transforming the hiring, advising and ongoing service functions of a practice can lead to competitive differentiation…

 

 

It Takes More Than A Referral
By @SpectremGroup

Some useful insights into what makes a consumer choose an adviser based upon research…

 

 

Practical Cybersecurity Steps For Independent Financial Advisers To Better Protect Client Data
By @MichaelKitces

Superb article with an abundance of useful and practical information for any advisory firm on how to strengthen security to protect clients AND your practice…

 

 

The Virtual Human Adviser
By @iris_xyz

How close are we getting to the day where human interaction ceases to be a selling point for advisors? And does video-chatting provide the same benefits as when a client is in the same room with his or her advisor?”

 

 

17 Reasons Why Financial Advisers Should Be Proud Of Their Profession
By @ThinkAdvisor

If you feel the need for a little lift, then this will do it.  Or perhaps you are still looking for ways to express the value you create or deliver? Then this might help…

 

 

 

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

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