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

Big Ticks: The Best Stories For Professionals This Week

December 1, 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 @SeekingAlpha

This article explores with a leading behavioral finance FinTech platform the changing value proposition of financial advisors into client behavioral coaches and life mentors…





Royal Commission Nails Adviser Conflicts Of Interest
By @Cuffelinks

Undoubtedly the Royal Commission in Australia is revealing things that need correcting, and regulators and institutions are reacting pretty rapidly – and not just in Australia.  There are however some elements of how the industry works today which are recognised as problems, but the remedy remains unclear at this point.  This article highlights some of them…





Life Insurers Explore Ways To Make The Policy Purchasing Process More Convenient
By @Capgemini

About time too.

“…It is essential for insurers to share compelling product information to aid customer decision making while a purchase is under consideration…”




Advisers Told To Manage Investors To Add Value
By @FinancialTimes

One of the shortest, yet most useful, articles you will see this year.  Read it carefully; there is gold in this advice…






6 Checks On Whether Acquisitions Create Value
By @Cuffelinks

“…acquisitions are often unsuccessful, and worryingly we don’t see many management teams providing a track record of these in their annual reports. Here are some factors we look for when assessing the potential value of an acquisition….”




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



P.S.  My best this week?  I think it was
The Strategic Approach To Practice Development
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