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

Big Ticks: The Best Stories For Professional Advisers This Week

March 14, 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 @mynewmarkets

While written for the general insurance market specifically, a number of excellent points are made here about how and why institutional and distribution relationships have been breaking down, and why it is critical that they learn how to work in partnership moving forward.

An excellent read!




The Third Leg Of The Stool
By @brettdavidson

…The skills that got you started have now become the handbrake that prevents you from moving on to the next level. ”  So what is the real issue for the successful(ish) adviser who is struggling to get off the plateau?

Read on to find out…


In Uncertain Times Humility Is Essential
By @Morningstarinc

Excellent advice here for advisers wrestling with conflicting predictions and suggested actions, and who have to make sense of them all and then sit calmly with worried clients…


The Compensation Conundrum
By @investmentnews

“…firms can build value irrespective of how a founder/owner is paid, but a good valuation expert can ensure that value is calculated correctly….”

Smart advisory firms are moving away from industry “rule of thumb” valuations and increasingly being considered from the same perspective of any other successful business, and as a result how owners pay themselves can have a significant impact on those valuations…


Finding The Right Balance: Time To Get Creative With Comp
By @ijournal

A good article discussing some of the issues around structuring compensation appropriately for staff in an advisory firm…and getting the culture right along with it…


Share them around please…they are too good to keep to yourself!  


P.S.  My best this week?  I think it was

Demonstrate Value And Prospects Will Choose You As Their Adviser

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 311 other followers

Facebook: 2831, Twitter: 13501, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply