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

Big Ticks: The Best Stories For Professionals This Week

August 3, 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 @Cuffelinks

…the perception of the adviser value proposition is at record lows and many financial advisers are also struggling to remain positive at this time of need for their clients…

It is definitely time for advisers to get better at expressing the good that they can (and do!) do for clients…





Partners, Children and Broken Families: The Other Casualties Of Advice Industry Reform
By @riskinfonews

Industry stakeholders take note of this one: the impact of continually putting advisers in the spotlight as being “the financial services problem” is disproportionate and has a far wider impact than politicians and regulators realise.  And there is a human cost which would be unaceptable in other quarters…






Where Do You Spend Your Time?
By @brettdavidson

There is no doubt that every adviser feels there is not enough time to do all that needs doing, but is that truly the case?  This excellent article poses some questions that will help re-assess whether the time is being spent upon the right things…





Advisers: Nobody Drifts Towards Extraordinary
By @jlittlechild

“The problem is this. If we spend all our time supporting the business we’ve already built, we never design the business we want to create.  But it doesn’t have to be that way…”




To Make Big Gains Avoid Tiny Losses
By @jamesclear

This is NOT a story about investing!  It is a very different look at re-designing processes and systems inside a business…and provides some great insights for advisory firms currently going through the pain of process improvement…





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


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

Nobody Believes That Your Financial Advice Can Be Impartial AND Free

Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 297 other followers

Facebook: 2831, Twitter: 14028, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply