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

Big Ticks: The Best Stories For Professionals This Week

September 29, 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

Some excellent insights here into how the value of advice businesses is shifting, and what smart buyers are really looking for in a purchase.  It wouldn’t be the worst thing to consider building a practice accordingly…





Financial Adviser Success Requires Just 50 Great Clients
By @MichaelKitces

Any adviser wondering about specialising should read this article.

…adding 1 client every month would still take 8 years to reach a 100 client capacity; even if the pace of new clients accelerates after the first few years, it may still take 5-6 years to build that client base. And trying to reach 50 more affluent clientele may still take just as long, as there are fewer clients needed, but they may be harder to reach (or it takes longer to establish the credibility to attract and retain them).

On the other hand, the fact that it “only” takes 50 great “A-level” clients for financial advisor success means that advisors have the luxury to pick almost any conceivable niche specialization… because it takes no more than 50 people on the planet, who are willing to pay to have that particular problem solved, to be financially successful as an advisor! And the more those niche clients can afford to pay, further increasing revenue/client, the more the upside income potential of the 50-great-client practice!




Automated Investing Is Here – in an unlikely package
By @t3techhub

Instead of outsourcing robo-solutions, perhaps advisers can begin the journey to bringing the option in-house as part of their service offering…




The Wild Wild West: Understanding CryptoCurrencies And Their Implications On Financial Planning
By @fpassociation

The mania surrounding cryptocurrencies seems to be gone, but the curiosity is still there. FPA’s 2018Trends in Investing survey found that 53 percent of planners surveyed said their clients have inquired about investing in cryptocurrencies in the past six months…

You NEED to know about this stuff…


No Fitbit, No Insurance. Is this the start of a major trend?
By @wef

A major insurer has announced that it “will stop underwriting traditional life insurance and instead sell only interactive policies that track fitness and health data through wearable devices and smartphones….”



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



P.S.  My best this week?  I think it was
How to create a more effective client report
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