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

Big Ticks: The Best Stories For Professionals This Week

May 11, 2019
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 @PeopleFirstPS

This is one of the best articles I have seen on sales management in years…including some very practical advice on where and how to delegate and manage the entire issue of “working with others”.  I’d put this the “must read” category for anyone trying to manage others, or if you think you may one day…

Prospects Value A Surprising Criteria In Adviser Selection
By @FinAd_IQ

One of the big things prospects do before deciding upon a particular adviser will not actually be a surprise to many of my readers, but it will still be a surprise to many other advisers (including some of your friends and peers)…

The Insurance Industry’s “Game Of Thrones”
By @IIReporter

Ok, perhaps I am influenced by the fact that (a) I love the show Game of Thrones, and (b) I love the insurance industry, BUT, this is an excellent and insightful look at some of the larger industry challenges and issues drawing parallels from the show – and it is very well done…

The Power Of Planning
By @AdvPerspectives

The table below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50. The results show that having and sticking to a plan results in three times the net worth when compared to those who don’t have a plan…”

10 Quick Lessons From Buffet’s 2019 Meeting
By @cuffelinks

At the Berkshire Hathaway Annual Meeting Before the formal proceedings Warren Buffett and Charlie Munger take questions from the audience for six or seven hours. These meetings have provided valuable advice for investors and this year was no exception. Here are 10 lessons from this year’s edition…

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


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

How One Sucessful Financial Planner Gets All The New Business Needed

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