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

Big Ticks: The Best Stories For Professional Advisers This Week

August 1, 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 @SpectremGroup

Well…no surprise: they want to talk about their investments.  But that sure isn’t the only thing they want to talk about…and some areas will probably surprise you…


Developing Employee Career Tracks As An Alternative To Performance Reviews
By @MichaelKitces

“…advisory firm owners should recognize at least four baseline career tracks that emerge in a prototypical independent advisory firm. Each track may cater to a particular employee’s strengths and goals, including Financial Planning (for big-picture, strategic thinkers), Advisory (for relationship-driven individuals that like to make things happen), Investment Management (for aspiring CFAs who like research), and Client Services And Operations (for organizers who love to serve others)….”

If you are interested in attracting, retaining and growing talent the you should read this.


Advisers: Are You Ready For Act Two?
By @brettdavidson

So what comes next when you’ve built an advisory business that pays you well enough and is rolling along?  What is “Act 2”?  This is a wonderfully suggestive piece about what you might need to do if you want your advisory business to be something more than a job…


Financial Professional Certifications Lift Pay by 38% On Average
By @FinAd_IQ

Some research out of the U.S. on whether those extra hours studying and being examined are actually worth it commercially.

Short answer appears to be “yes”.


Tech Unfamiliarity, Client Defection, Lead Generation Amongst The Top Adviser Concerns In 2020 (so far)
By @PRnewswire

Executive summary here of some research on adviser concerns this year, and while it throws up some results we expect perhaps, there are some great suggestions too for resolving some of those concerns…


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


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

The 4 Actions Needed To Create A Personal Service System That Pays Off

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