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

Big Ticks: The Best Stories For Professional Advisers This Week

August 31, 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 @MichaelKitces

…advisors must learn a whole new set of interpersonal and management skills to ensure they really establish and keep that ongoing relationship… skills that often have very little to do with the formulation and delivery of financial recommendations themselves. In other words, in the ongoing advisory business, one of the key challenges is learning how to manage and nurture those evolving client relationships…

Just read it.

Drive Conversions And Loyalty By Adding Financial Advice To Product Offer Communications
By @Onovative

A snappy article which gives a couple of good pointers to learning from the mistakes that big financial institutions make…

Why Risk Profile Questionnaires Don’t Work
By @AdvPerspectives

Some common sense being applied here to a poorly designed (in “best practice” theory) part of the financial planning process…

New Vistas In Risk Profiling
By @CFAInstitute

And now for some very detailed thinking about how risk profiling is evolving…

5 RoboAdviser Myths De-Bunked
By @wealth_mgmt

Good news!

“The demise of the human advisor has been greatly exaggerated.”

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

The Financial Advisers Problem? Offering To Do Too Much Too Soon

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