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

Big Ticks: The Best Stories For Professional Advisers This Week

October 26, 2019
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 @GradeUs

“Financial services reviews communicate trust. If consumers don’t trust you, they won’t trust you with their money. Online reviews influence your consumers…”

…and here is some proof…and tips…



Scaling The Efficiency Of Comprehensive Financial Planning By Creating Repeatable Expertise
By @MichaelKitces

A great look at which parts of the advisory process are the most time-consuming and which parts represent the greatest efficiency opportunities, and perhaps where investment in skills pays the greatest dividend…




Top Tips On How To Engage Millennial Clients
By @RiskInfoNZNews

A really insightful article on how to engage with those “high earners but not rich yet” prospective clients…




How Valuable Is Financial Advice?
Via @RobinJPowell

Some additional perspective on the research out of Vanguard about the value created through advice…




The Rise Of The Financial Machines
By @TheEconomist

“Machines are taking control of investing—not just the humdrum buying and selling of securities, but also the commanding heights of monitoring the economy and allocating capital…”

A great read here.



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

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