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 16, 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 @iris_xyz

Excellent thinking on how mindset affects your pricing model, and the key questions to help determine how to position that pricing…


The Future Adviser Office After Covid-19
By @SEIRaefL

A great summary and discussion of the thinking going on around adviser-land at present about how office and business set-ups will change following the crisis – and some things will not go back to how they were of course….



Here’s What Really Leads To Satisified Clients
By @ThinkAdvisor

The surprising thing that is summarised from some research here is that just a few things need to be done well really to lead to a high proportion of satisfied clients who trust you…


Emotional Intelligence Needed To Build Trust With Clients
By @riskinfonews

Surveying “reveals a generational gap that could mean there is no one-size-fits-all approach to building relationships with customers...”

Interestingly it seems the generation gap is alive and well when it comes to interacting with clients and what it is that helps drive the trusted relationship, and a style shift might just be required by advisers when working with different generations…



68 Bits Of Unsolicited Advice
By @FirstLinksAus

A fabulous list of business inspiration, ideas, suggestions, quips and one-liners…something for everyone in here surely!


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

Staying The Course: The Importance Of Pupose

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: 13738, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply