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

Big Ticks: The Best Stories For Professionals This Week

June 29, 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 @FinaeoHQ

A compelling argument is made that there is a future for the human adviser…it just may be running a “hybrid” practice…and I love these stats:

  • 77% of wealth management clients trust their financial advisors and want to work with them to grow and manage their wealth.
  • 81% believe that face-to-face interaction is important






Becoming A Behaviorally Smart Adviser
By @DNABehavior

…client behavioral management is one of, if not the, most important function of financial advisors. Understanding the clients communication style, personality, emotions and fears, these need to be mastered and managed by the advisor…






Are Smarter People Better Investors?
By @dollarsanddata

What is the link between intelligence and investment outcomes? Is there in fact a link at all?

Great questions, and they are explored well in this concise article…





The Investment Professional Of The Future
By @CFAInstitute

An in depth look at the changing roles, skills and organisational culture required for financialk professionals moving forward…park up with a coffee (or two) for this one…





What Constitutes Diminished Capacity?
By @AdvPerspectives

A really good article exploring one of the most challenging aspects of being an Adviser: figuring out whether clients are in a position to make good decisions or not…





Share them around please…they are too good to keep to yourself!  


P.S.  My best this week?  I think it was

Advisers: You Fix Financial Worries, So Why Not Tell Prospects That?

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