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

Big Ticks: The Best Stories For Professionals This Week

January 12, 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 @newsfromIN

Some interesting research out of the U.S. highlights that there is a general lack of organic growth in many adviser firms, and the reason is “underinvestment”…




Are You Outrageously Expensive, Or Too Cheap?
By @brettdavidson

The real question being asked here is what value do you deliver, as that will determine whether you are under-charging or over-charging…so check out the list of services you might be delivering, but not telling people that you do…




Should Planners Recommend Genetic Testing To Clients (or do it themselves?)
By @finplan

Whether we like it or not, part of our job as financial planners is to try to predict the future. One particularly squishy number is accurate life expectancy. Most advisors use averages, but no one is average…





Scarcity: How this rather innocuous sounding economics concept actually impacts decision-making
By @MichaelKitces

Excellent insights into consumer behaviour  in this backed up with great research & discussion…




Very Risky Business: The Pro’s & Con’s Of Insurance Companies Embracing Artificial Intelligence
By @NZstuff

By 2030, according to McKinsey futurists, artificial intelligence will mean your car and life insurance premiums could change based on whether you decide to take one route or another….

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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