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 15, 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 @advisorca

A great article discussing the relative merits of old and new ways of prospecting – and how to combine them to become more effective…

 

 

Annual Reviews Key To Client Retention And New Referrals (New Research)
By @riskinfonews

MetLife says the added value of this engagement with clients is clear as consumers who had a review were also more likely to be loyal and recommend their adviser to a third party….

 

 

Growing A Sustainable Book Of Business
By @Russell_Invest

A good article working through the numbers and rationale for building a good advisory business…

 

 

Does Being On Commission Make Yoiu Untrustworthy?
By @davidabrock

simply put; this is one of the best articles I’ve read on the topic of commission-based remuneration in a fiduciary world.

 

 

Disrupting Insurance: How Technology, Data And Digitalisation Are Changing The Industry
By @SwissRe

Excellent report discussing how the insurance industry is shifting rapidly, and how consumer engagement with the insurance world is changing…

 

 

 

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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