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

Big Ticks: The Best Stories For Professionals This Week

October 13, 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 @redbord

“Why is it so financially savvy to tap into your customer base as your best growth opportunity?

At some point, your acquisition math will break….”





Digital Engagement Will Be The Norm For The Next Generation Of Financial Planners
By @AdviserVoice

The headline says it all…but the story provides some evidence to back it up…





What Is The ROI Of Financial Literacy Programs?
By @FinancialBrand

It turns out that financial literacy programs are more than just a community service, or “feel good” thing, but they actually increase engagement and participation by consumers…




The Insurtech Formula For Success
By @InsNerds

This is a really interesting perspective on what consumers want, and how Insurtech players can appeal to them (profitably), together with some insights into consumers perceptions of value in the insurance arena…



Commercial Lines Insurtech: A Pathway To Digital
By @McKinsey

Excellent observations in this piece:

In personal insurance, insurtechs have played the role of digital attackers and captured market share at specific points in the value chain. Lacking the scale and expertise needed to excel in commercial, insurtechs can be viewed by executives not as competitors to be feared, but as potential partners that could accelerate their digitization efforts…



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



P.S.  My best this week?  I think it was
The 10 Things That Top Performing Advisers Do Better
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