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

Big Ticks: The Best Stories For Professionals This Week

June 22, 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 @InvNewsNZ

This is the article, based upon research, which all advisers worrying about whether it is worth going through the cost and effort of structural reform need to read






What Really Motivates Financial Advisers: Intrinsic v Extrinsic Motivators
By @MichaelKitces

…it turns out that the financial rewards of being a financial advisor are actually not the primary motivator after all. Instead, the primary drivers for doing comprehensive financial planning are an intrinsic desire to help and serve others and to apply one’s talents and interest in personal finance. Which happens to also be financially rewarding…






B Is For Behavioural Mistakes: Preventing Them May Be Your Greatest Value
By @Russell_Invest

An excellent summary of a long-held (and oft-promoted!) view of mine that the greatest value an adviser delivers is the ability to change behaviour and habits…which is at the core of clients being able to achieve different outcomes…





These Mega-Trends Are Changing The “Personal CFO” Model
By @wealth_mgmt

As clients’ needs have continued to evolve, however, it has become clear that the personal CFO concept must also evolve, or risk fading into irrelevance, with two key trends driving the future of this approach to wealth management…





Consumer Use Of Fintechs For Banking Services Skyrockets
By @FinancialBrand

A great look into the blend of rising awareness and use amongst consumers of different information and transactional services from non-traditional providers…further evidence of the speed with which the financial services game is changing…





Share them around please…they are too good to keep to yourself!  


P.S.  My best this week?  I think it was

6 Things Banks Taught Us About Building Super Profitable Business Models

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