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

Big Ticks: The Best Stories For Professionals This Week

June 2, 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:
Who Will Pay For Advice?
By @riskinfonews

If you are not sure whether clients would pay for risk advice, as opposed to only allowing you to do that work on commission, you might want to read this…



Advisers Need Critical Mass To Thrive
By @MarkTibergien

“Many financial advisors are thinking about the concept of critical mass — what it will take their firms to thrive in today’s changing marketplace. Until now, it was relatively easy to maintain a rewarding lifestyle without large investments in people and processes or a unique proposition to consumers….”



How To Have More Great Days At The Office
By @riskinfonews

Some great tips here on structuring your day better and getting on top of the day to day stuff…and if you are on top of it, you will have better days at the office…




Closing Techniques In Sales Are Dead. This data explains why…
By @Chris_Orlob

When you analyze over 1,000,000 sales calls you should be able to learn a few lessons, and that is what has been done here. The bottom line? Big closing techniques are a waste of time and effort – all the work that mattered was done way earlier in the call…




The Playing Field
By @Medium

What makes a great investment manager?  Graham Duncan has interviewed more than 5,000 of them and figured out what separates the great from the not-so-great, and provides excellent insight in this article on his conclusions…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
3 Must Haves For Effective Marketing Collateral
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