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

Big Ticks: The Best Stories For Professionals This Week

September 8, 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:
How To Give Better Financial Advice (that actually sticks)
By @MichaelKitces

“…the burden for following through on implementation should not rest solely with the patient or client receiving the advice. Instead, the reality is that the advice-giver also has a role to play, and a shared responsibility to ensure that the advice they give actually “sticks.”…”

 

 

 

10 Excuses Advisers Make When Clients Jump Ship
By @ThinkAdvisor

If you want to have less clients leave then this is a good list to review…the reasons why they go, and some tips on how to prevent it…

 

 

Digitising Financial Services Still In Its Early Stages
By @HedgeWeek

If you thought that digital disruptors were already having a big impact in financial services then standby for some ‘bad news”: it is still early days…

 

 

 

The Swiss Cheese Model
Via @PatrickFlynnFP

I’d never heard of this before, but it is an excellent explanation of how risks become exposed through a succession of events on occasions, rather than a single event.  Useful understanding for risk practitioners or investment advisers…

 

 

 

Investment Principles & checklists
Via @Greenbackd

Gold! …a 148 page document full of the collected wisdom and tips form some of the greatest investors…

 

 

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

 

 

P.S.  My best this week?  I think it was
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