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

Big Ticks: The Best Stories For Professionals This Week

June 30, 2018
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:
Why The Future Of Technology Is Bright For Financial & Insurance Advisers
By @FinaeoHQ

A very good opinion piece on how technology is a liberator and elevator for the advisory firm…

 

 

Media Coverage & The Investment Cycle
By @balentweet

An excellent article on the relationship between media headlines and covers and the investment cycles, and it throws up a few clues for advisers and investors alike on how to gauge market sentiment…

 

 

3 Ways To Make Your Practice Less Ordinary
By @FPApubs

“The ordinary is often an adversary when serving clients. Building a clientele the way everyone else has can lead to uninspiring outcomes and limit the growth of your practice.”

Don’t build that practice when you could build something better.

 

 

We’re Thinking About SOA’s All Wrong
By @planner_tweets

An excellent opinion piece about how the advice industry is getting the matter of client Statements Of Advice very wrong and creating an engagement problem for ourselves…

 

 

 

Making Process Part Of Your Brand
By @newcastleherald

“Most people assume branding is all about a nice logo, clever positioning and a slogan or value proposition. But did you know that your process, the unique way you do things in your business, can become an invaluable part of your brand too?”

 

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Life Insurance: What Do Customers Want?
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