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

Big Ticks: The Best Stories For Professionals This Week

November 24, 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 @AdvPerspectives

Two recent research studies upended the conventional wisdom about why advisors lose clients…”

And here is an excellent summary of them.





Data Privacy and Protection: A Primer For Financial Services Firms
By @cleverdome

This is a superb and snappy summary of the things advisers should be thinking about, and coming up with plans to manage, in the cybersecurity area…





The Good-Better-Best Approach To Pricing
By @HarvardBiz

too much choice is risky. In a well-documented study by Sheena Iyengar and Mark Lepper, researchers offered samples of jam to shoppers in an upscale grocery store. When presented with six flavors, 30% of tasters made a purchase. When 24 options were on the table, only 3% opted to buy. Researchers believe that when consumers have too many options, they become confused or paralyzed with indecision




Platforms, Products And Channels Transforming Financial Services
By @FinancialBrand

It isn’t just banks which are threatened by new technology and distribution channels, but other existing institutions and distribution channels as well.  Here is a good overview of who is coming to eat your lunch…






Who Really Owns The Client?
By @planner_tweets

No matter what advisers believe, “The client owns the client and they have every right to direct patronage and loyalty as they see fit…

However, practices do have to grapple with who owns ongoing income streams….




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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