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

Big Ticks: The Best Stories For Professionals This Week

July 27, 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 @Morningstarinc

Our findings suggest that investors underestimate the value that modern advisors provide as behavioral coaches. In fact, investors ranked the attribute, “Helps me stay in control of my emotions,” as an advisor’s least valuable offering.…”


“…Our research suggests a possible step forward when it comes to discussing behavioral coaching with clients—describing it in a way that avoids blaming the client and offers accessible examples of behavioral mistakes.”






Blog, Video & Podcast Your Way To More Clients
By @fpassociation

Good actionable advice here from financial advisers themselves who are actually doing it…






Delivering Advice Usefully
By @AdvPerspectives

There is a lot to like in this article…and a lot for many advisers to think about when considering how they deliver advice currently, like this:  “To provide advice usefully, reduce the number of decisions and actions you ask of the client to match their desired level of involvement…





5 Planning Steps For A Smooth Succession
By @MattOechsli

A succinct but detailed view of some major considerations when it comes to succession planning for an advisory firm.

A good read…




The One Number That Matters To Buyers
By @planner_tweets

Paul Barrett discusses some interesting insights from data on advisory firm valuations and sales and comes up with a very different critical number that highlights the sweet spot when looking for a firm to buy or invest in…





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


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

How To Balance Satisfied Clients With Profitability

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