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

Big Ticks: The Best Stories For Professionals This Week

May 26, 2018
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:
Mathematics confirms rich people aren’t smart – they’re lucky
By @bigthink

Well.  There goes the need for us.




Wealth Management In An Era Of Robots, Regulation And New Money
By @McKinsey

This is an excellent article/podcast providing a range of insights and thoughts on how wealth management is changing, and will change, in light of the different market pressures and new entrants…




The CEO’s Guide To Association Innovation
By @AssocAdviser

A very timely article for financial services even though it wasn’t really aimed at this sector. With a dearth of strong leadership in many industry associations globally amidst the many forces of change, there are some good lessons here for how a representative body might lead its way through change….




Clients’ Perceptions Of Their Financial Futures Predict Choices
By @fpassociation

Top quality research here providing insight into the link between how clients (consumers) see their own financial future and the choices they make…




Something Will Have To Give In Financial Advice
By @jcollett_money

Revelations from the banking royal commission concerning financial advice will see changes in the way that advice is delivered.


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
The Coach Gets The High Fees, Not The Adviser, So Be A Coach
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