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

Big Ticks: The Best Stories For Professionals This Week

August 10, 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 @AdviserVoice

This is a fabulously detailed article on the issues surrounding business succession planning, and some of the issues for financial advisers involved in the process…mark this one down as an investment in your technical development!

Perhaps more importantly; consider it from the perspective of being a business owner yourself…



Digital Estate Planning
By @ClarityForLife

This is a superbly informative article on a bunch of issues and questions that most of us (even those using digital daily as part of our businesses) won’t have thought of yet, so it is really useful from a personal perspective for any adviser in business.

It is also potentially an area of genuine added value for advisers to consider when it comes to services they might provide to or for clients…



Consumer Disloyalty Is Sweeping The Globe
By @Nielsen

“…The bottom line in today’s market is that established companies can no longer rely on the heritage of their household names to keep customers coming back for more. With an overwhelming 92% of global consumers stating that they don’t consider themselves brand loyal…”

If you hadn’t noticed, consumers are no longer committed to sticking with you just because that’s the way it has always been….



Financial Advice Isn’t A Profession
By @AdvPerspectives

The business sure doesn’t meet the definition of a “profession”….but you can be a professiional within an industry…



Advisers Resilient Under Pressure
By @FinStd

About 43% of advisers said they are facing obstacles in providing affordable advice. At the same time last year only 33% felt affordability was a big issue…

But still the overwhelming majority hang in there…



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


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

The “service” bit in your professional services business might just be the best ROI

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 296 other followers

Facebook: 2831, Twitter: 13991, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply