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

Big Ticks: The Best Stories For Professionals This Week

March 16, 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 @MorningstarInc

As advisers everywhere are re-thinking their business models and value propositions this research zero’s in on what it is that clients value in their advisers…well worth considering of course!




The Game Has Changed
By @FAMagazine

A great look at the value of the adviser in this time of great change….

We are at a historic inflection point in the arc of financial planning and advice. What got us here will not take us forward. The machine-like advisory functions are no longer as profitable. The human functions hold far greater promise amid intensified scrutiny and advancing technology...”




The Science Behind Great Marketing
By @AdvPerspectives

Ironically, the very people who get all analytical and look for research to back up their recommendations and advice don’t look at the research (and lessons from it) which would help them be more effective at marketing themselves…




AI: Buzzword or Bonanza?
By @wealth_mgmt

A good look at what it is Artificial Intelligence can bring to the table for planners and their clients – and what it will not bring…




The Importance Of Culture For Investors
By @smh

A good take out from the post mortems following the Royal Commission in Australia with lessons for all investors and investment personnel exploring the impact of culture on performance, and what to look for…

“Research by Harvard Business School suggests that companies with “performance-enhancing cultures” had average revenue growth four times higher than firms with poor culture.”

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



P.S.  My best this week?  I think it was
Your Brilliance Doesn’t Matter As Much As “Who You Know”
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