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

Big Ticks: The Best Stories For Professionals This Week

July 13, 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 @ijournal

Incorporating VAS into an agency will require a re-think on the core beliefs and behaviors of an agency. It requires understanding the current client’s needs and then filling in those gaps…”

 

 

 

 

 

What the end of iTunes teaches us about winning new clients
By @investmentnews

This is a great read on the subject of creating low cost or no cost entry points for consumers and then building the high value services into the offering once they bcome customers…and there ARE great lessons for advisers in this

 

 

 

 

 

Existential Angst: Accountants have nothing to fear but…everything?
By @AccountancyAge

The challenges of digital transformation of an industry, particularly for smaller and mid-sized firms, together with the need to re-invent the value proposition is not unique to financial services.  This article provides great insight into tackling those challenges, and there are lessons for other professional services industries in it…

 

 

 

 

Where Advisers Really Add Value
By @planner_tweets

How can the financial advice sector manage its post-Hayne transition from an industry based on selling product and maximising wealth to a profession devoted to long-term wealth management and helping people live the lives they want?

…answer provided…

 

 

 

How Artificial Intelligence Is Tansforming The Financial Ecosystem
By @DeloitteUK

Good review of the 9 biggest impacts that AI is having, or about to have, on financial services…

 

 

 

 

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

 

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

How To Create A Process To Validate Your Product Recommendations

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