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

Big Ticks: The Best Stories For Professionals This Week

December 15, 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 @CharlesHGreen

Some great observations about remuneration, rewards and the motivations and behaviours they trigger…




Let’s Reboot How Consumers See Financial Advice
By @FinStd

To be frank, the way in which financial advice is presented to consumers today is so old school.”   Boom!  right on the money, as it were…




What’s Really At Stake Post-Royal Commission?
By @jstackpool

An excellent opinion piece on the power plays and dynamics of the financial services business as they have been, and how the ground may well shift from institutions…





Time To Plan: A Roadmap For Advice Firms
By @planner_tweets

Thoughtful suggestions here on how advisory practices should be thinking about their future, and planning for it…




Seeking Referrals? Advisers Should Pay Attention To The “Word-of-Web”
By @globeandmail

The whole nature of referral giving and receiving has changed dramatically for advisors. The major influence is technology...”

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



P.S.  My best this week?  I think it was
When you cannot think of a better way to market yourself, try this…
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 304 other followers

Facebook: 7618628, Twitter: 14028, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply