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

Big Ticks: The Best Stories For Professionals This Week

May 4, 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 @Reuters

As the industry grapples with new entrants, new technologies and changing client expectations, wealth managers must take a step back to evaluate their offerings and redefine how they provide financial advice to better meet client needs and expectations…” because some 33% of clients plan to change advice providers within the next 3 years according to some global research.





Finally, An Insurance Company Proud Of Its Human Agents
By @MCins_

A great thought piece on the interaction between consumer demands, technology and good old humans working with other humans…




Boomers Are Facing A Financial Crisis
By @AdvPerspectives

What? Returns do NOT compound over time?

A provocative piece which challenges some financial planning theory, or conventional wisdom if you prefer…








Time To Kill The Corporate Innovation Theatre And Get Serious
By @SteveGlaveski

I love this piece of work.

“…Occam’s Razor – the principle that the simplest solution tends to be the right one – is actually a medieval relic. “It is literally a historical artefact: William of Ockham employed this principle in his own 13th century work to topics resistant to scientific methods.” He says the continuing use of such thinking in science is akin a cardiologist resorting to bloodletting when heart medication doesn’t work…”


The Disconnect Between Who You Are & What You Do: Getting The Message Right
By @wealth_mgmt

Some common sense advice here for advisers struggling to get their messaging right about their point of difference…

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



P.S.  My best this week?  I think it was
Financial Adviser marketing Is Often Creating Ghost Towns
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