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

Big Ticks: The Best Stories For Professionals This Week

July 20, 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 @DNABehavior

Advisors must be willing to have bold-but-caring client conversations that focus on the client as a person without pushing for preconceived outcomes…”

Concise, but provocative, article for all financial advisers to consider…






3 Common Obstacles To Cultivating Centres Of Influence
By @FAmagazine

Superb article with very helpful tips on how address the particular obstacles that are thypically not thought about by advisers wanting to develope centres-of-influence






How To Build The Regulators Confidence In The Cloud
By @Finextra

The problem with being so dependent upon tech solutions in advisory practices when we are not tech people is that we don’t really know how to think about the risks in the tech space because we don’t know what we don’t know…

well this article will help…





Are Your Prospects Getting What They Are Paying For?
By @granthicks77

a very interesting approach which will definitely resonate with many consumers, but perhaps not as many advisers:

When you sit down with prospects consider this exercise and discussion. Ask “ Can I do a fee audit for you to help you understand how fees impact your planning and the total cost in dollars and percentages? Would it be valuable for you to understand the total cost of what you are paying, what you get for those fees, and what you do not get?




10 Technologies That Will Disrupt Financial Services In The Next 5 Years
By @FinancialBrand

I don’t know about you but 5 years in business seems to pass pretty quickly these days, so how different will financial services be in no time at all?  Quite a bit.  And these are the technologies leading the charge…





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


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

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