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

Big Ticks: The Best Stories For Professional Advisers This Week

November 2, 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 @Investopedia

“In addition to changing the way financial services are carried out, digital advancements are also changing the fee structures associated with certain services…”

Our world is changing before our eyes people…



Client Segmentation: Why Clarifying And Limiting Our Business Actually Helps It To Grow
By @JenGoldmanJGC

Even if you think you’ve got a handle on why and how you should use client segmentation, you should still read this fabulous article…it is full of suggestions and pointers…




13 Considerations For Stronger Mutual Funds Marketing And Sales
By @SondhelmPrtnrs

Excellent strategic look at where and how an adviser can improve in delivering mutual or managed funds…




How To Get Rid Of The Client From Hell
By @RiskInfoNews

Everyone has them…or has had them…and will probably gt them again: the client who is more trouble than they are worth.  This great piece works through how to minimize the possibility of them getting through the door to begin with in good detail…




Data & AI Power The Future Of Customer Engagement In Financial Services
By @FinancialBrand

“The future of consumer engagement demands proactive responses to consumer needs, beliefs and behaviors in real time...”

…and here is how to make that possible.



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

Is Insurance Churn Really The Adviser-Driven Issue We Think It Is?

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