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

Big Ticks: The Best Stories For Professionals This Week

June 9, 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:
How To Use Educational Principles To Develop Staff?
By @XYPlanning

This is a great article on how to develop the people in your business, combining sound educational theory with practical suggestions that you can implement in your practice…



Changing The Shape Of Retirement
By @AdviserVoice

a great article exploring one of the key elements of behavioural finance: prospect theory. How or why do people choose the options they do, and how do they estimate the probable benefits for themselves?  And how does this have an impact upon their financial decision making?



Should A Financial Plan Really Be Boiled Down To An Index Card Of Advice?
By @MichaelKitces

What is the right balance between presenting a comprehensive plan with all the detail and just presenting the recommendation?  More importantly, what are the the benefits of showing and presenting much of the planning process which went into creating the plan?


Excellent questions centred upon finding the optimal balance are explored here, which will lead many practitioners to re-consider the optimal balance for themselves and their clients…




Blockchain Lifts Shareholders Voice
By @Top1000Funds

While most of the activity in the blockchain space has been motivated by people speculating for profit or cutting business costs, there is an emergent ‘blockchain for good’ or ‘blockchain for impact’ community, attempting to use it for non-commercial purposes…




What Is The 80/20 Rule? How The Pareto Principle Will Supercharge Your Productivity
By @Hubspot

I am sure everyone has heard of and knows the basics of the Pareto Principle, but this is one on the best articles I’ve seen on how to actually apply it in practical says when it comes to running your business.  Well worth a read even if you think you’ve got the 80/20 rule weighed off…


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
The Missing Ingredient In Professional Development: SKILLS
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