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 29, 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 @kaleido_inc

This is an excellent approach which will help many advisers gain clarity on their marketing planning:

“…Through the client journey mapping process, you will better understand the steps a client embarks on before choosing your services. You will identify the motivations, expectations, thoughts, and emotions of a prospective client at each step, pinpointing opportunities for meaningful touchpoints from your firm along the journey…”


When Subscription Fees Work
By @FAmagazine

If having clients on a subscription fee model is something that appeals then you should read this article as it provides some great insight into when it works, and why, and when it doesn’t work so well…


Accounting Firms Should Change Their Business Models Now – here is 6 reasons why
By @HingeMarketing

The very arguments suggested here for accounting firms to re-consider their business model almost certainly apply to many financial advisory practices…and there is some great thinking on future strategic direction….


Clients Appreciate Phone Calls Now More Than Ever: Survey
By @investmentnews

“…Advisers and financial services companies have been contacting customers more frequently during the COVID-19 crisis, the firm found. Generalized emails don’t cut it, though. Customers were much more satisfied with personalized phone calls and email…”


Implementing Client Meeting Surges To Boost Adviser Productivity And Systematize Client Value
By @Steph_Bogan

This is a different way of thinking about how to structure your working year and client meetings (especially existing client meetings) that advisers with sizeable clinet bases might 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

Prospecting Has Never Been Easier…for some Advisers!

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