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

Big Ticks: The Best Stories For Professionals This Week

July 6, 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 @FAmagazine

A different take on creating a great adviser value proposition, and there is merit in it.  This article talks about how value is “felt” rather than seen, and how to create a value proposition which cannot be replicatedf by technology and enabling you to “own” space in the clients mind…






APRA Releases “World Leading” Life Insurance Claims Data
By @riskinfonews

You question the value of advice? Or the value of an adviser?

Then check this out and see the impact advice has upon insurance claims success…fabulous info in here…






5 Ways Advisers Can Leverage Technology
By @WealthProCA

This is a good, but quick, look at the ways advisers could be using technology better in their practices.  There is sure to be a tip here for virtually everyone…





How Financial Advisers Can Adjust To Robo-Advisers
By @Investopedia

“…Despite the ease and growing popularity of these online platforms, there are still many steps that advisors can take to make sure they remain relevant to younger clients (who could eventually become older, wealthier clients)…”





At Work, Expertise Is Falling Out Of Favour
By @TheAtlantic

You wouldn’t think that a story about the US Navy would hold too many lessons for financial advisers…but it does.  Especially those who wonder whether they should specialise, or be generalists. Even more importantly it highlights how skills required for success are shifting, and what to look for in the staff of the future…(apart from that it  is just a fascinating read)





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


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

5 Things You Need To Do Before Buying Another Practice (or “book of business”)

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