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 30, 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 @SpectremGroup

“…just because a client refers their advisor to a friend or family member, it doesn’t mean that the advisor will automatically win the business…”

This is a great piece revealing what the research says matters to prospective clients even after being referred…


The Impact Of Emotions On Risk Tolerance
By @AdvPerspectives

If ever there was a time to make sure you understand the interplay of emotions and financial decisons this is it….and this article will certainly help with understanding more about that….



How To Avoid Becoming Irrelevant In The New Decade
By @FinancialBrand

It’s a shame that you’ll have to fight your way past all the bloody popups and ads here, but the article is worth it, so hang in there and read it when you get to it as it should provoke a bit of strategic thinking for anyone in financial services…


Investors, Their Advisers, and The Virus
By @iris_xyz

The importance of high client contact and communications has been evidenced:

“…Investors were asked to offer reviews of their advisor performance during the time of the coronavirus, and only 13 percent criticized their advisor by saying they should have been more attuned to the impact of the virus...”



Impacts Of Covid-19 On Insurance Businesses
By @PatrickAltus

Excellent and insightful report on some of the impacts of the Covid-19 crisis on the insurance industry…


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

Why An Advisory Practice Needs 2 Marketing Plans

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