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

Big Ticks: The Best Stories For Professionals This Week

April 13, 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 @wealth_mgmt

You know instinctively that it is true, but now some research backs it up: the more special you make them feel the more business you get…




Financial Sound Households Use Financial Planners, Not Transactional Advisers
By @fpassociation

hhhmmmmm….there might be something in this concept of giving holistic advice….

“Households working with a financial planner were found to be making the “best” financial decisions, in the aggregate as well as in four of the five domains considered, while households working with a transactional adviser were making the “worst” financial decisions….”




The Life Insurance Industry In Australia Is In Trouble
By @FinStd

Some sobering reading here….but read it you should if you have any interest at all in this line of business…



The 8 Question Framework For Successful Re-Brands
By @meetmorg

Superb article with great practical application on how to consider and then work through a successful re-branding exercse….something that I suspect many advisory firms will go through in the next couple of years…




What Happens When An Economist Walks Into A Brothel?
By @Bloomberg

I know, I know….it sounds like the start of a really tacky joke….(it IS a great headline!)….but it is a really good article on consumers behaviour when it comes to managing risk…worth a read!

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



P.S.  My best this week?  I think it was
R.I.P.To Some Accepted Wisdom For Growing A Practice
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 308 other followers

Facebook: 7618628, Twitter: 14041, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply