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

Big Ticks: The Best StoriesFor Professionals This Week

December 8, 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:

 

By @fpaassociation

Older financial planners are urged to cultivate younger clients who are destined to grow into the wealthier clients of tomorrow.

How should we consider generational differences in terms of employee engagement and productivity, as well as marketing, client acquisition, and service?…

 

 

 

 

Anti-Money Laundering Rules Are Just About Completely Ineffective
By @InterestNZ

Excellent and well researched article which reveals that when it comes to AML, the Emperor Has No Clothes…

 

 

 

 

Building The Post 2020 Advisory Practice Is Going To Demand Reinventing The Business Model
By @riskinfonews

Time and again the warnings have been made about downward pressure on fees and margins that is only going to intensify in the coming years and these current models are simply unsustainable and doomed in the new era of advice professionalism…

 

 

 

The 3 Most Common Challenges Financial Advisers Face Today
By @Forbes

This seems relevant to just about every international advice jurisdiction to me…

 

 

 

 

 

Preparing Your Advisory Firm For The Future
By @iris_xyz

some excellent suggestions on how advisers should be preparing their firms to prosper in the face of impending changes and shifts in the markets…

 

 

 

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

 

 

P.S.  My best this week?  I think it was
10 Mistakes That Advice Business Keep Making
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