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

Big Ticks: The Best Stories For Professionals This Week

June 15, 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 @djc1805

Marketing’s 3 types of value to a firm are covered fabulously in this article which really explores the importance of marketing to the success of any business…

“Marketing’s purpose is to create the right volume of customers willing to pay for a good or service in a way that will ensure the long-term profitability of the business. This is its vital contribution…”


A Financial Planner Who Also Arranges Travel?
By @finplan

This is an article that should make advisers think about the evolution of their “professional services” business….what you might be doing for clients and getting paid for in the future is maybe more than you think…


5 Profitable Truths For Financial Advisers Who Are Ready To Grow Online
By @FAmagazine

“Every day advisors are missing out on instant leads because they’re neglecting to implement certain important pieces into their digital marketing efforts. And, yes, miss just one and your whole process breaks down.  The entire universe is online…”


Millennials, Gen X’ers and even Boomers will ditch banks for Amazon
By @FinancialBrand

Acording to some research recently some 58% of consumers ready to swtich primary financial institution are open to switching to, well, NOT a financial institution…

Society and consumers preferences for how they do business is definitely changing…

10 Reasons Why RIA’s Fail
By @finplan

An excellent list of the biggest reasons why independent advisers most often fail…and some extra resources and articles frok experts on how to tackle each of those reasons…

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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