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 9, 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 @brettdavidson

“Like most things in life, the difference between ordinary and great depends on mastering a few core skills…”

But there is a little bit more to it, and some great pointers here on which skills particularly should be mastered.



Differentiating Your Advisory Firms Brand By Finding The Opposing Category In Your White Space
By @MichaelKitces

Rather than being an article about simply being contrarian, as the title might suggest, there are some solid suggestions on how to determine your difference and then deciding where and how to compete…




Measuring Risk Culture
By @FinStd

With regulatory focus shifting rapidly to culture, conduct and ethics a question many ask is “how do we define and then perhaps measure our firms culture from a risk management perspective”.  This story (with accompanying article) addresses that question…




What Sales Metrics Should You Track?
By @RAINSelling

Superb graphic acompanying this piece which provides a vast range of options for advisory firms to consider in how best to measure commercial progress…




ASIC calls time on Disclosure Reliance

A little awkward for regulators to report that the blunt weapon they have been relying upon is not working terribly well, but Australian and Dutch regulators have done just that after a decade of research in US, UK, Austrlian and European markets.

The problem of how to ensure information is conveyed effectively and with minimal bureaucracy remains…



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

How To Balance Client Time With Practice Development

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