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

Big Ticks: The Best Stories For Professional Advisers This Week

July 25, 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 @investmentnews

A very practical assessment of some of the new challenges for growing an advisory busiess in a vastly different world…with some excellent tips by John Anderson here…

 

Do You Know A Good Advisor?
By @FAmagazine

Excellent discussion with great suggestions on generating referrals or recommendations taking into account how consumers engage with professionals today….

 

Insurance And Business Succession
By @AdviserVoice

Put simply, this is one of the best articles I think I’ve ever seen on business succession planning, and where the adviser and insurance may or may not fit in….if you run a business you will benefit from reading it. If you are trying to work with business owners you must read it…

 

How Will Your Client Experience Need To Evolve?
By @jlittlechild

If you find yourself waiting for the memo that lets you know it’s “all clear” and your life and business can get back to normal, you may be in for a long wait.  We’ve all changed.  Our needs have changed and our expectations have changed.  The way we work and connect has changed.  It’s true for us and it’s true for your clients...”

 

The First Question You Should Ask Every Vendor
By @AdvPerspectives

“…The pandemic has generated very different inquiries than pre-pandemic. Advisors want to know how to market their services virtually. In your quest for the “magic bullet,” you have many vendors (including my firm) vying for your business....”

So what should you ask them all?

 

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

 

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

What Do  The Pareto Principle & Managing Teenagers Have In Common? (and how does this help your practice grow?)

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