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

Big Ticks: The Best Stories For Professionals This Week

June 1, 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 @Forbes

A best practice time ratio to strive for is to spend 80% of your time client facing, 15% focused on learning and expanding spheres of knowledge and influence, and 5% with your staff or team building. That is what I like to refer to as the 80/15/5 rule…

Financial Literacy v a Fiduciary Standard: which matters more?
By @abnormalreturns

This article puts the relative merits of additional effort being put into financial literacy into a slightly different perspective…

Insurers Will Not Disappear…but will change drastically!
By @astorya_vc

A fascinating look at how technology and trends are re-shaping insurance businesses…

Why An Advice Gap May Go Beyond Affordability Issues
By @wealthproCA

Citing research conducted by Citizens Advice in 2015, Morrow pointed to four advice gaps affecting different types of consumers:

  • The affordable advice gap, which involves consumers who are willing to pay for advice but think it is overpriced;
  • The…”
Business Booms & Depressions: 1775-1943
By @awealthofcs

There are good investing lessons in looking at investment history….and this article is a very good look at investment history….

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was

Advisers Are Probably Letting Hundreds Of Referrals Go Each Year

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