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

Big Ticks: The Best Stories For Professionals This Week

January 19, 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 @planner_tweets

I agree strongly with the author here: “Advice fee models will change as a result of the unprecedented shockwaves that have rocked the financial services industry“…it is simply going to be a question of “when do advisers HAVE to do it?”  Smart operators will (in my view) be considering how they begin the transition sooner rather than later…




Platforms, Products & Channels Transforming Financial Services
By @FinancialBrand

…and while on the topic of significant structural reform to the sector, here is a very insightful article discussing the big trends which are changing how institutions must operate – and once again; this has a massive impact upon the advice offering…




5 Ways To Generate Leads Off Your Financial Adviser Website Using Effective Calls To Action
By @PaladinDM

An excellent article explaining how to use “calls to action” more effectively to generate real enquiries – something that many advisers struggle to achieve from their otherwise great websites…





How To Prepare For AI In Financial Planning
By @FPApubs

A superb article on the likely impact of Artificial Intelligence in the planning and advisory space, and what advisers can do to prepare for it…




Are You Nudging Me? Oh, ok, go ahead…
By @AndersonReview

The social science of influencing individual behaviour through the design and presentation of choices — à la, are you opted into retirement savings by your employer or must you choose to join? — has been expanding fast.….

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



P.S.  My best this week?  I think it was
New Adviser Hires: Getting the relationship right
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