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

Big Ticks: The Best Stories For Professionals This Week

March 23, 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 @wealth_mgmt

“Here are some specific presentation management practices that you can implement into your organization…”

 

 

 

How Do Financial Advisers Actually Spend Their Time?
By @MichaelKitces

So how do you think your use of time compares?  Here’s the results (and a bit of analysis) of a survey of 1,000+ advisers…

 

 

 

Why Power Is Shifting To The Role Of Advice
By @WealthProCA

With increasing commoditization of products the argument is made that value is shifting from the manufacturing side of the industry to the advisory side of the business…which I agree with…

 

 

 

Regulation Is Failing – Here’s Why…
By @brettdavidson

Here are some great observations for the good advisers in the business, and a couple of tips for regulators as well…

 

 

 

4 Steps To Redefining Your Reference Point
By @FPApubs

Many advisers who have been in business for a while find themselves on the proverbial plateau and wonder how to break out to new levels of productivity and performance…and this article provides some great insights into just how to do that…

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

 

 

P.S.  My best this week?  I think it was
These 4 Things Make It Easy For Prospects To Say Yes
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