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

Big Ticks: The Best Stories For Professionals This Week

July 21, 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:
Insurance Execs Must Ask Tough Questions About Competitive Agility
By @AccentureIns

Excellent observations of the challenges facing insurers and the questions that executives should be asking, and answering, if they are to maintain their competitiveness…



The Future Of Inducements Under The Spotlight…
By @_moneymarketing

The pressure to remove conflicts from the advice sector – particularly the investment advice area – continues to mount…



Wearable Technology Presents Opportunities For Insurers
By @InsNewsNet

“It is now possible for a wealth of information to be at an insurer’s fingertips, equipping advisors with an increased understanding of potential client needs better than ever before. Having more detailed and personal information about a customer contributes to long-standing relationships over time and allows for more customization of products that can be offered.”




The 10 Most Thought-Provoking Insights…
By @finplan

Will AI truly transform wealth management? Should planners use robos into their practices? What’s the best way for advisors to integrate technology? Industry experts touched on these and other burning questions….




Marketing Gems
By @FPApubs

A great article full of stats, suggestions and marketing ideas for advisers…



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 More Compelling Offers
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