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 28, 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 @MichaelKitces

There are plenty of things advisers can do with their clients right now that will help them in the short term and the long term, but if you are struggling to work out what those things are then read this…




Business Strategy Through 4 Phases Of The CoronaVirus
By @Forbes

Excellent advice here on the probable commercial cycle of this pandemic and how a business needs to pivot and engage differently through each likely phase…


Advisers Share Tools And Ideas To Demonstrate Leadership
By @jlittlechild

Julie has engaged with a number of advisory firms to collect their ideas on how they are responding and adapting, and what they are focussing on right now, and then collates and shares the wisdom.  Well worth a read for any adviser right now.


The Corona Response
By @AdvPerspectives

“…The most important thing for you to do right now for your practice is to respond appropriately.  Even though the coronavirus is closing schools, cancelling events and disrupting normal activity, you can stay connected with people and be top-of-mind...”


The Coronavirus Crisis Doesn’t Have To Lead To Layoffs
By @HarvardBiz

To be sure, a cost-cutting reflex is understandable. Leaders are obligated to make responsible decisions to keep their companies afloat. But those who manage the economic effects of this crisis in a clear and compassionate way create more value for their companies and will come out of this pandemic stronger than ever before…”


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


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

Crisis Communications: Sending Virtual Hugs Is Not Silly

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