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

Big Ticks: The Best Stories For Professionals This Week

August 4, 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:
Public Comment On The SEC Advice Rule & Separating Advice From Sales
By @MichaelKitces

This could have been written for regulators & industry stakeholders in any number of countries…a superb and insightful thought leader piece from one of the industries best thought leaders.  Read it.



Advisers Shift Pricing Models To Appease Fee-Savvy Clients
By @ThinkAdvisor

“Financial advisors continue their shift to an assets under management fee-based model, while experimenting with additional fee structures, according to research released Thursday by SEI Advisor Network. In particular, many advisors added a separate fee for financial planning.

However, a gap still exists between an advisor’s price and perceived value…”



6 Steps Top Harness The Secret Superpower Of Elite Advisers
By @finplan

Some of the “secrets” are not so secret of course, but perhaps 1 or 2 are.  Either way, this is a great brief summary of some key differences between the very best performers and others…




Do Women Really Need Financial Advice For Women?
By @Forbes

A provocative question and one which appears to have a widely accepted “correct” answer…but is it true?




Competition Issues In The Area Of Financial Technology
Via @andi_staub

Not for the faint-hearted, but well worth delving into the 136 page report if you want to grasp the breadth of opportunity, innovation, competition and vulnerability in financial services…



Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
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