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

The Big Ticks: Best Stories For Professional Advisers This Week

July 9, 2016

By Tony Vidler CFP  CLU  ChFC

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 recently.


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.

Professional picks have been:
Three Must-Try marketing Strategies For Advisers 
by @finplan

They’ve been talked about long enough…it is time to actually TRY them….

Why IT Outsourcing is the “it” thing for Advisers 
by @SEIRaefL

An excellent look at why, and how, advisers can be outsourcing their IT

The 4 Tools Of Discipline 
By @farnamstreet

I am not sure if it is more useful for understanding clients, or ourselves, but it is very insightful!

Transferrable Value: The most important element in an Owner’s successful exit 
By @BEIexitplanning

The top 9 value drivers in growing a practice, and how they create transferrable value

Google’s 200 ranking factors: The Complete List
By @Backlinko

Exactly what the headline promises: 200 things that Google use to rank stuff…


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

P.S.  My best this week?  I think it was  Getting the right style and structure in a telephone track
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