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

Big Ticks: The Best Stories For Professionals This Week

April 14, 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:
You Won’t Ever Own The Customer Experience
By @Green_Dot

Forget the arguments about who “owns the customer”…and begin thinking about who owns the customer experience.  Even more importantly, we should be thinking about how we screw up the customer experience…



Financial Advisers Empathy Gap
By @newsfromIN

As an industry financial services – advice as well as product manufacturing – is primed for disruption.  The author here argues that in large part it is because of our “empathy gap”, and then provides some great examples and pointers on how to resolve the issue…



Stop With The Phony Slogans
By @FAmagazine

Here! Here! enough of the mission statements and value propositions pronouncing your “passion” and “why” and your “elitism”….get real about it.  And here are some great pointers on doing so…



Clients Rate Advisers Well, Even If The Public Doesn’t
By @planner_tweets

We’ve known it instinctively for years but now have some proof of the massive gap between clients own perceptions of advisers and the public (non-clients) perception…



Consumers, Insurers & Genetic Information
By @ThinkAdvisor

“consumers and insurers must work together to establish some guidelines for regulating insurer use of genetic information. Ideally, these guidelines could strike a balance that would give consumers some assurance that insurer access to genetic information would not lead to discrimination, and, at the same time, ensure that insurers have the information needed to effectively underwrite coverage…” …and the UK may have figured out the compromise.

Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
No Clear Value Proposition? Then How Will Prospects Know Who To Choose?
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