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 23, 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 @riskinfonews

“…Advice business consulting firm, Business Health, recently assembled a checklist of best practises it has observed from advisers during the Coronavirus pandemic period…”   Some great observations and tips here for any adviser…


4-Step Plan: Creating Extraordinary Client Experiences
By @wealth_mgmt

A superb practical guide to planning how to differentiate and create an outstanding servicer driven business….



The 3 Steps To Own Your Day And Your Growth
By @spmace

A good reminder – or primer perhaps – on some better time management to take back control of your “too busy” day…


Virtual Selling: The Essential Video Call Checklist
By @impactbnd

Immensely practical checkist with guidance for getting preapared thoroughly, and then getting the best out of, running client meetings via video call…



Planning, Engagement, And Transparency Boost Client Satisfaction
By @wealth_mgmt

“…Clients are more satisfied with advisors who lead with planning, interact more with them and clearly demonstrate their fee structure, according to a Carson Coaching study…”


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

Why Most Centre-Of-Influence Referral Marketing Efforts Fail

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