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

Big Ticks: The Best Stories For Professionals This Week

September 22, 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 @planner_tweets

The term “financial adviser” probably has less baggage and is more aligned to professionalism than “financial planner”, experts believe…





The Service Offerings You Need To Compete With Robo’s
By @AdvPerspectives

This is a concise but excellent insight into some research based conclusions on how advisers can deepen their client relationships through service to compete well against alternative models…




How Automated Investment Products Are Disrupting And Enhancing The Wealth Management Industry
By @SarahKocianski

A really interesting report on what has really been happening in the robo space in wealth management, and how it is evolving…




Mistakes Advisory Firms Make With Incentive Compensation
By @xtiva

This covers some excellent principles on aligning the interests of the firm and advisers – with some good advice and some good warnings…



The Rise Of The Super Models
By @wealth_mgmt

“Being independent no longer means being apart from like-minded individuals. You can be in business for yourself, but not by yourself….”

Here, here!


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



P.S.  My best this week?  I think it was
When is it time for a business name makeover?
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 307 other followers

Facebook: 7618628, Twitter: 14024, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply