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

Big Ticks: The Best Stories For Professionals This Week

August 25, 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:
The Emergence Of The Transformational Adviser
By @LegacyStories

“To differentiate in today’s competitive financial services market, advisors must have knowledge and experience beyond their specific expertise, be that Estate Planning, Business Succession, Philanthropic Planning, Financial Planning or Asset Management…”



Modern Marketing For Financial Advisers
By @BobVeres

“The financial planning profession may be quietly falling behind the rest of the economy in how it attracts clients—and in the process is endangering its revenue goals…”



Niche Marketing and Social Media For Financial Advisers
By @FPApubs

A very useful article for any financial adviser highlighting lessons learned from extensive research on the use of social media by advisers, particularly when focused upon a particular niche…




Running Leaner And Meaner With Tech
By @FAmagazine

An excellent (and detailed) look at the real value of technology inside financial services businesses using examples from experience…




What Do You Sell? The Answer is NOT Time.
By @BookMarkLee

Wise advice here for any professional selling service when it comes to creating value, and valuing what you do…



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



P.S.  My best this week?  I think it was
Unremarkable Means Un-Referable
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 307 other followers

Facebook: 7618628, Twitter: 14036, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply