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

Big Ticks: The Best Stories For Professionals This Week

September 1, 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:
When Clients Don’t Follow Our Advice
By @FAmagazine

“We’re more useful when we make sure the right questions are being answered, not simply the questions we are most comfortable answering. This means we have to ask far more questions to get more information than clients would likely tell us on their own…”

 

A great article.  Read it.

 

 

Don’t Be A Delusional Adviser
By @ThinkAdvisor

What is a “delusional adviser”?  It is the adviser stuck in a time warp and who is not moving with the times…and here are some very good tips on how to avoid being one of them…

 

 

The Link Between Mental and Financial Health
By @Cuffelinks

Some great pointers here on the links between the two, but more importantly some great tips on how industry players could re-think and re-position their purpose…

 

 

 

How Do Clients Find Their Lawyers?
By @carolynelefant

A superb article with lessons for anyone in any professional services business on how your clientele are finding and choosing their next professional in todays world…

 

 

 

What is Leadership?
By @ldavidmarquet

This is fabulous! A great animated video giving invaluable tips on good leadership from the skipper of a nuclear submarine…(ok; maybe I’m influenced by being an ex-submariner…but there are great lessons here for anyone in business)

 

 

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

 

 

P.S.  My best this week?  I think it was
How High Growth Firms Become Above Average
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