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

Big Ticks: The Best Stories For Professionals This Week

February 2, 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 @AdvPerspectives

A great article with good research backing up some excellent arguments that should make any adviser who has not adopted a digital strategy to re-think their position…

 

 

 

Time For Advisers To Pay Up For Licensees
By @planner_tweets

Regardless of the jurisdiction I suspect this is a shift in thinking and strategy that needs to be considered by most advisers looking to be in business for the long haul…

 

 

 

Why Evolutionary Psychology May Be Better Than Behavioural Finance Research To Understand Financial Behaviours
By @MichaelKitces

while it may not be the case that evolutionary psychology can explain everything within behavioral finance, it is already emerging as a highly powerful tool which, beyond the mere cataloging of behavior, allows us to understand why humans behave the way we do (including in various “irrational” scenarios), as well as predict conditions in which our less-than-fully-rational behavior may be led astray…

 

 

 

 

What Price Advice?
By @jstackpool

An excellent opinion piece about the separation of product from advice, and where the value is for financial advisers and consumers…

 

 

 

How The Worlds’ Most Elite Growth Investors Pick Stocks
By @Visualcap

The ultimate sophistication is simplicity, and this is a beautifully simplified presentation of some fabulous investing insights…

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

 

 

P.S.  My best this week?  I think it was
Why Torture Your Clients? Because Of Compliance?
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