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

Big Ticks: The Best Stories For Professionals This Week

November 17, 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 @roymorganonline

Great and insightful research out of Australia on who is actually using advisers – and who isn’t (or possibly won’t)…





Building the 5 Pillars of Cybersecurity Requirements As An Adviser
By @MichaelKitces

While written specifically for U.S.A. advisers this article is gold and should be read by every adviser in any jurisdiction…





All Fees Are Conflicted
By @FinStd

…all fees are conflicted…outcomes matter, (and) that the aim of eliminating conflicts is a utopian pipe dream and that mitigation of these inherent conflicts should be our industry’s focus




Words Create Worlds: Shift The Conversation and Potentially Deliver Better Outcomes
By @Russell_Invest

“Advisors will tell us that they’d love to focus on the long term, but, at the end of the day, clients are performance-driven…”

So how do we change that?


Why Innovation Remains Elusive
By @NZ_Adviser

an excellent summary of why innovation is such a struggle for so many, and some great tips on where and how to begin…which the advice industry absolutely needs!




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



P.S.  My best this week?  I think it was
How Do You Know When You Have A Great Practice?
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 303 other followers

Facebook: 7618628, Twitter: 14048, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply