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 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 article by Bob Veres critiquing the measures used to determine those “best firms” lists…and far more importantly, highlighting areas that truly great firms might consider trying to measure themselves against…



Want to avoid a “Fee Face Off”? Here’s how…
By @brettdavidson

Do you ever get resistance to the fees you’re trying to charge?  I’m certain that everyone has faced-off with a ‘negotiator’ client more than a few times in their career. What should you do if you’re sitting across the table from one?

Read on…



To Compete, Advisers Must Now Be “Cradle to the Grave” Financial Parents
By @RIAIntel

written for the USA but the message is just as applicable for many other countries (including here) about the different financial planning challenges faced by the next wave of clients – and how the focus of advice has to shift to serve their interests…



CRM Systems and Financial Advice
By @FinStd

“Not only do advisers have to provide sound advice, they must also show how and why they have provided it. To do this manually for every individual client is an administrative headache that inevitably places a limit on the number of clients an adviser can successfully support.

It is frustrating to think that upper limits are set, not on the capacity to advise or the availability of new clients, but by interminable tasks and the need to generate pages of compliance blurb, which is often impenetrable or meaningless to the average investor.”



Finance On Instagram. What’s not to like?
By @FT

Excellent article showing how Instagram is being used to deliver financial advice and engage a new generation of clients…




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

You Are A Professional? That doesn’t mean I trust you…

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