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

Big Ticks: The Best Stories For Professionals This Week

October 20, 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 @FAmagazine

“Some advisors figure that dealing with client problems is like performing triage—dealing with problems in an emergency as they occur. A well-managed relationship goes beyond simple triage…”





The Future Looks Bleak For Midsize RIA’s
By @MichaelKitces

Excellent insights into the challenges of being middle of the pack as an advisory firm… “Being too small to be big and too big to be small is becoming a real liability. As the advisory tail grows longer and the head grows bigger, the perils of this middle ground can’t be overstated…”





5 CryptoCurrency Risks Your Clients Need To Know
By @AccountingWEB

This is a very simple (but useful) list of key points for anyone who has clients asking about cryptocurrencies…




Planning For Conflict In Client Relationships
By @fpassociation

A great article on why financial advisers need conflict resolution skills, and the sorts of client conflicts they might encounter…



Portable Protection For “Generation Rent”
By @FTAdviser

The young have some different attitudes, and needs, when it comes to insurance and protection…




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



P.S.  My best this week?  I think it was
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