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

Big Ticks: The Best Stories For Professionals This Week

April 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:
Link Learning To Business Goals
By @TrainingMagUS

For many professionals CPD is a regime they reluctantly subscribe to as there does come a time for many where they are merely enrolling in yet more courses on topics which they have already msstered…just to “get the CPD points”.  Perhaps a re-think of how you map our the learning and professional development requirements of people in your organisation is in order – and this article will help…



Ditch The Billboard: New Research On Affluent Awareness
By @MattOechsli

A great summary of some research conducted to determine how affluent investors first heard of the financial adviser whom they ultimately appointed to look after their affairs…and if nothing else it is great reinforcement of the the old line “the more some things change, the more some things stay the same“…



Advisers Are Making A Big Social Media Mistake
By @ThinkAdvisor

Savvy social media users have realised for a while that many advisers use it poorly…but some research now highlights the disconnect between how many advisers are using social media, and what consumers value and want…and there is quite a gap between the two…



Where Does Financial Advice Need To Head?
By @Cuffelinks

Unless the obvious ‘elephant in the room’, the product/advice conflict, is addressed head on, any attempt to respond to the Royal Commission’s exposure of poor behaviour and inappropriate advice with more legislation is likely to continue to prove costly and ineffective….”



Old & New: The Rise Of The Hybrid Proposition

After much debate, traditional wealth managers are increasingly catching on to the idea of robo-advice or digital wealth management. Rather than scrap everything from their pasts, however, the favoured path emerging is one that mixes the old with the new, meaning an increasingly digitised version of the traditional model, a so-called ‘hybrid business’….

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
Patience Pays Off! (more than ever before)
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