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

Big Ticks: The Best Stories For Professionals This Week

March 30, 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 @FinStd

This is an excellent and concise analysis of what to take out of the 500-plus-page Royal Commission Reprot…and the implications for advice…




What Is The Value Of Your Time As A Service Based Professional?
By @MsKolleen

Advisers should just stop and read this: “If you stop for minute and think about how much time you put into a client, and then you look at your prices, you may realize you’re working for less than minimum wage. If that’s your goal, that’s perfectly fine. Today I want to talk about unf-cking your business rates to reflect the value a client receives….”




Advisers Must Adapt To Attract Top Recruits
By @Citywire

One of the main reasons why advisors are struggling with this problem is that a significant majority of them have not adapted their thinking to match the demands of a new generation of workers. If advisory firms are going to take their rightful place among the ‘best places to work,’ they will need to keep up with the changes in the talent landscape and rethink their approach to talent development and retention...”

Boom.  Nails it.



4 Ways Technology Is Paying Off For Advisers
By @paulresnik

A good look at some of the areas where technology is making a significant difference to efficiency, comnpliance and profitability for some advisory firms…




Advisers Spend Less Than 20% Of Their Time Meeting Clients Study Finds
By @FinAd_IQ

My instinct tells me this is pretty damned close for far too many 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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