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 21, 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 @wealth_mgmt

Matt Oechsli provides some excellent suggestions for advisers on how to be effective leaders with clients and within a community in a time of fear and uncertainty…”you don’t need to be a health professional to pitch in” as he puts it.

And I don’t think it would be bad for your personal reputation or business brand either.




The Right Way To Reassure Clients (and it will get you referrals too)
By @swershing

…Client fears are being triggered by the decline in the market but, of course, only the superficial concern is about investments. The actual fear arises from something deeper…”

It is definitely a time to be managing emotions…not data.


Now Is The Time For Excellence: A perspective on pandemics
By @impactbnd

Some great suggestions and a bit of a game plan really on how to lead your team and communicate in a crisis…


Flawed Market Crisis Advice
By @AdvPerspectives

“…When you rush to provide advice, you’re unlikely to be addressing the real issue, since you don’t understand the complete context. The research is clear: You can only give helpful advice when you understand the perspective of the other person…”


Client Portal: Build or Buy?
By @wealth_mgmt

A good case is put forward that a practice investing in building a client portal is spending its money poorly…


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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