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

Big Ticks: The Best Stories For Professionals This Week

January 26, 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 @enterprising

How can Buffett say passive investing is best for most people and also an “enormous advantage” for active investors like him? If it helps everyone else, how can it also help him?..

 

 

 

Why “Build It And They Will Come” Doesn’t Work With Adviser Technology
By @craigiskowitz

Some interesting insights from a tech company explaining how having the right solution which advice firms were happy with still didn’t get the use and participation rate expected – or the efficiencies…

 

 

 

The New Physics Of Financial Services: How artificial intelligence is transforming the financial ecosystem
By @wef

Artificial intelligence is fundamentally changing the physics of financial services. It is weakening the bonds that have held together the component parts of incumbent financial institutions, opening the door to entirely new operating models and ushering in a new set of competitive dynamics…

 

 

 

 

What To Look For When It’s Time To Change Your Adviser Tech
By @t3techhub

Some really good fundamental tips in this article, especially if working with legacy systems or products I suspect…

 

 

 

How Not To Be Stupid
By @farnamstreet

An excellent – and very clever – article which will help you re-define stupidity and understand how poor decisions can be made…or avoided perhaps…

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

 

 

P.S.  My best this week?  I think it was
10 Reasons Why An Advisory Practice Just Stays “Practicing”
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