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

Big Ticks: The Best Stories For Professionals This Week

September 15, 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:


By @IE_Canada

The applications of client-facing technology in the retail investment business have expanded in sophistication enough to influence the strategic positioning of firms in the wealth-management space. Large and small firms alike are accelerating their spending on technology in response to client demand and competitive pressures…




How Much Your Advice Business Will Be Worth In 2023
By @FinStd

If these folk are right and you were hoping your advice business was your retirement funding, then you’d best get to work building it up…it isn’t good news!




Banking Industry Fails To Meet Personalisation Expectations
By @FinancialBrand

Don’t be misled by the word “Banking” – I think this could apply right across the full financial services spectrum…consumers are expecting more than we are delivering when it comes to personalisation…




Get Your Hands Off My Data!
By @FinAd_IQ

Recent surveys reveal the rapidly increasing concern of consumers about privacy and data protection here, and any thinking adviser will understand that where consumers expectations and concerns rise, so too does the regulators.  Prepare to take this area a lot more seriously – and have to spend more money on it…



Survey Indicates How Asset managers Can Add Long Term Value
By @FCLTGlobal

Great insights for advisers on how to pick a great manager:

“…In engaging with companies in their stock portfolio, asset owners that added ten-year net value in our survey prioritized corporate strategy, capital allocation, board governance, and compensation practices in their engagement.”…”



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



P.S.  My best this week?  I think it was
I Sell. You Sell. We ALL Sell….or should do…
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