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

Big Ticks: The Best Stories For Professionals This Week

October 27, 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 @TheFiJourneyman

Great advice in here: “By knowing the type of investor that you are will give direction to your decisions.  It will prevent you from chasing the hot investing tips that your coworkers are talking about at the water cooler.  Before you buy or sell an investment, you will look at your investment statement policy and ask yourself if it follows what you have established in your plan…”





On Their Websites All Advisers Look The Same
By @FAmagazine

Excellent observations on the mistakes that most advisers make in their marketing, and in particular with their online presence…





Advisory Firm Clients Value These Words More…
By @newsfromIN

Some words we use to describe ourselves are over-used or largely meaningless, and some carry weight and influence thinking.  This article highlights some of those key differences…




Will Tech Make Insurance Obsolete In The Future?
By @PeterDiamandis

…what happens to health insurance when Big Brother is always watching? Do rates go up when you sneak a cigarette? Do they go down when you eat your vegetables?

And what happens to auto insurance when most cars are autonomous? Or life insurance when the human lifespan doubles?

For that matter, what happens to insurance brokers when blockchain makes them irrelevant?”



Want a better business? Get Honest!
By @brettdavidson

A great article for any practitioner who feels they are in a rut or that business is a grind…plenty of helpful questions and suggestions on how to figure out what the real issues are that need fixing…and maybe it is you…




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



P.S.  My best this week?  I think it was
Know, Like, or Trust? Where do you start?
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