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

Big Ticks: The Best Stories For Professionals This Week

July 28, 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:
Impact Of Insurtechs On The Insurance Industry
By @PwC

In an industry which is ripe for innovation and disruption there is no shortage of new market players with ideas about how and where they can change things…but what are the 6 areas that appear to be most vulnerable?

 

 

How Artificial Intelligence Will Reinvent Investment Advising
By @iris_xyz

Investment advisers: consider diversifying your business lines…

 

 

Is Your Firm Ready For Its Alexa Moment?
By @finplan

Voice-enabled digital assistants….voice search….web browsing without use of a screen….these things will become mainstream sooner than we realise.

 

Are you ready for it?

 

 

 

Three Disruptive Elements That Advisers Must Consider
By @FAmagazine

Countless reports have focused on how new technologies, such as self-driving cars, will disrupt global industries. Yet, some disruptions outside the domain of technology get much less attention.….

 

 

 

Why Effectively Defining “Replacement” Is Vital
By @russellhutchins

Replacement insurance business definitely has the market regulators attention, and certainly stirs emotions strongly amongst advisers and product supplier personnel.  But what is “replacement business”?  And is it actually bad? Does it cause harm?  Before racing to manage this with rules Russell suggests that such questions should be answered…

 

 

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Outsourcing Your Marketing: Can That “Expert” Walk The Talk?
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