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 22, 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 @AdvPerspectives

Excellent insight by one of the leading thinkers in financial planning on what the evolving trends are in remuneration structures and fee charging. Well worth the read…

 

Are Clients Leaving? It is not the answers that Advisers give, it is the questions they ask
By @RIAIntel

Very interesting research-based assessment of why clients leave…and it IS largely about communication, but rather than it being just a lack of communication it is more about the wrong sort…

 

Creating A Digital Signature Workflow
By @frevvo

This is a fabulously detailed article with a variety of step-by-step instructions and examples on creating digital signatures across a range of mediums and communications methods…superb!

 

5 Steps To Calculate Your Customer Acquisition Cost
By @ukuinbound

“…You cannot pursue every campaign, channel, or audience in order to acquire new customers so you need to be able to evaluate and compare different strategies and CAC holds the key to make an informed decision…”

…and here is a step by step explanation of how to do that best…

 

Case Study: The Reality Of A Decline In Life Risk Sales
By @riskinfonews

The folk who need to read this article are the very folk who won’t unfortunately, as it is policymakers and product manufacturers who need to pay the most attention to it.  It is one advisers experience of the dramatically increasing difficulty of delivering risk advice when mired in nonsensical regulatory requirements mixed with insurer inefficiency…

 

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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