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

Big Ticks: The Best Stories For Professionals This Week

August 11, 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:
5 Topics Wealthy Clients Are Clamouring To Discuss With Advisers
By @ThinkAdvisor

Some research-based good news out of the States: wealthy clients have areas they WANT to discuss with financial advisers…get cracking!

 

 

The 4 Pillars Of Trust That Advisers Need
By @planner_tweets

Some great suggestions and observations from a panel discussion on trust issues, and how regulators are shifting focus in auditing or assessing conflicts of interest…very interesting comments on that!

 

 

The Value Of An Adviser: 4 Point Checklist
By @Russell_Invest

What do advisers need to do in order to perceived as delivering higher value than their fees?  This quick list is a great set of pointers…

 

 

 

3 Key Attributes Of Great Companies
By @Cuffelinks

“Investors need to consider more than the hard numbers of target investments. They need to identify ‘softer’ aspects of companies to gain an advantage…”

 

 

 

Who Changes Their Planner?
By @fpassociation

Great work on who uses planners, and why they change them…there is a lot of useful info in this.

 

 

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Professional Selling: It is a real thing!
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