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

Big Ticks: The Best Stories For Professionals This Week

October 6, 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 @FinAd_IQ

Conventional wisdom categorises millennials as aggressive, perhaps over-confident and very knowledgeable when it comes to money and investing, but research proves otherwise…

 

 

 

 

From The Ground Up: Building A Compliance Analytics Program
By @Bobsguidedotcom

The benefits of a good compliance analytics program “has led more companies to proactively detect noncompliance and fraud, rather than waiting to fall victim to it… It’s better if you find an issue, take action, and tell regulators if required, rather than them finding it…”

Here are excellent pointers and questions to ask when it comes to thinking about designing one….

 

 

 

 

Millennials Don’t Trust The Financial Industry, And These Startups Want To Change That
By @voxdotcom

Interesting insights into how millennials view financial services, and the businesses that are being initiated to serve their particular approach…

 

 

 

The Changing Face Of Demographics, And Why Economies Should Care
By @AdviserVoice

From a demographic perspective, the developed world changed in 2011 when a population tailwind turned into a headwind. The yearly change in working age population (those aged 15 – 64) across the developed world went from a clear positive to a consistent negative…

 

 

Insurance Depends On The Pooling Of Risk, But Big Data may Drain That Pool
By @guardian

A very interesting perspective on whether insurance companies can know too much…

 

 

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

 

 

P.S.  My best this week?  I think it was
The Top Challenge In Shifting From Product Sales To Advice Delivery
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