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

Big Ticks: The Best Stories For Professional Advisers This Week

May 9, 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 @FAMagazine

“…The advisor’s value as coach in times like these is extraordinarily valuable and not easily supplanted by a discounted “Robo” model (which can assume that investors are always rational and acting in their own best interest)…”


COVID-19 May Trigger A Technology Revolution
By @SeekingAlpha

Personally, I don’t think there is any “may” about it…but a very interesting look here at possible and probable impacts on the way we do business….



5 Examples Of Killer COVID-19 Comms (including some from advisers)
By Sixpence Media

Some really good and practical examples of how to get the client communications just right during this unprecendented period…


Rapid Change In Financial Services Is Going To Produce Winners & Troubled Futures
By @iris_xyz

A research based look at what separates fastest growing firms from the average, and what some of the implications might be from the current conditions for advisory firms…



Niall Ferguson – We Need To Live With Covid-19
By @AdvPerspectives

“…the lesson from history we should embrace is that, despite the noble work of scientists, we won’t find a vaccine for COVID-19. As in the past, this disease is something we have to manage and live with…”

…but dammit; he’s usually pretty right so it is well worth thinking about…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was

Why Financial Advisers Should Be Blogging

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 303 other followers

Facebook: 2831, Twitter: 13735, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply