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

Big Ticks: The Best Stories For Professionals This Week

February 9, 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 @RussellHutchins

This is one of the best balanced views you will read on the challenge of lifting standards in a sector that meets the expectations of consumers, regulators, product manufacturers, advisers…a beautifully balanced and insightful synopsis of the challenges of the moment…




The Ground-Breaking Research On The Value Of Planning
By @AdvPerspectives

A groundbreaking study in 2006 by Annamaria Lusardi and Olivia S. Mitchell found that investors who have taken the time to do some planning, even a little bit, ended up with two- to three-times more money at retirement than investors who didn’t do any planning...”




Are Self-Employed Advisers Good For Your Business?
By @adviserlounge

Working the numbers on what really happens when you have advisers in your team who effectively operate their own business under your infrastructure raises the essential question: is it worth having them?  Read on and find out…





Here’s How Artificial Intelligence Is Poised To Transform Insurance Underwriting For The Better
By @RiskInsurance

Carriers are now able to better predict losses, provide advice and help customers prevent risks. AI is allowing that in a much bigger way than was ever possible before…”




The RC “dresses down advice”
By @planner_tweets

We simply cannot let this week go by without at least one story about the final report from the Royal Commission in Australia, and this one is amongst the most pertinent for advisers…

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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