Big Ticks: The Best Stories For Professional Advisers This Week
Tony's BIG ticks

Big Ticks: The Best Stories For Professional Advisers This Week

September 19, 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

There really is no point in building these great networks if they are not helping you build a great business…but all too often advisers hesitate to use the networks they are building. This article gives some good suggestions on how to tap into that resource without crossing the line into being a pushy salesperson…

 

How Advisers Use Tech To Attract Assets
By @investmentnews

“…Even when things go back to normal, advisers think they will continue to do videoconferencing for client meetings,” said Lisa Salvi, vice president of business consulting and education at Schwab Advisor Services. “The pandemic and remote work has shifted the long-term view of what a client review meeting looks like and how clients want to interact with firms”….

 

 

Now Is The Time To Reach Out To Investors Without A Financial Plan
By @SpectremGroup

An interesting snapshot of how much time gets put into developing a personalised financial plan – by advisers and the clients….

 

Welcome Aboard: The Importance Of Nurturing New Client Relationships (Part 1)
By @AdviserVoice

Excellent look at the onboarding process for new clients – when it should start (and what most advisers are doing now) and what steps should be involved….well worth the read.

 

Welcome Aboard: The Importance Of Nurturing New Client Relationships (Part 2)
By @AdviserVoice

…keep reading…it’s so worth it.

 

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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