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

Big Ticks: The Best Stories For Professionals This Week

November 3, 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 @SpectremGroup

One of the biggest things for advice firms to tackle in the next few years is cyber security, and a bit of research shows just what proportion would abandon you if you don’t protect their data…it is pretty significant. Like “end of your business” significant…





Clients Are Less Fee-Sensitive Than You Think
By @ThinkAdvisor

The headline says it all, but it is backed up by some recent research which is highlighted in this brief article…





3 Proven Monetization Models For Fintech
By @FintechCH

Some fascinating insights into why fintech offerings appeal in some areas to consumers, and what consumers are willing to pay for (and why) – and therefore where some threats and opportunities are for advisers…




Commission Bans Hit Practice Values
By @planner_tweets

A likely ban on conflicted remuneration has hit advice practice values in the range of 15 per cent, experts have said”

…so is time to buy, or time to sell?



Why Companies Should Be Making Better Promises Today
By @StandardofTrust

In light of the reputational damage done in, by and to financial services this article is particularly pertinent…and has superb pointers for any practice that cares about its reputation and brand value…




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



P.S.  My best this week?  I think it was
Word of Mouth prospecting is still where it is at
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