by Tony Vidler        

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 @morganranstrom

“…Have you ever heard of The Triple Whammy? It’s the bane of a financial advisor’s existence. It is the wall, a storm on the horizon, and a rising flood.

The Triple Whammy will sink you. The Triple Whammy will leave you exhausted and exasperated. It will make you question your career choice…”

A great article which will resonate with just about every financial adviser on the planet…

Advisers Getting Better At Social Media, But Still Have Work To Do

By @investmentnews

The 3 Domains Of Financial Adviser Value; Why Human Advisers Continue To Thrive Amid Competition From Robo’s

By @MichaelKitces

“…While clients of human advisors reported more perceived value from their advisors than did clients of robo-advisors in these areas, the Vanguard study also found that clients do have a preference for human advisors and digital tools to handle different aspects of financial advising...”

Comparing Generations And The Nine Dimensions Of Our Well-being

By @FirstlinksAus

Fascinating research from Australia comparing the different generations in a range of hard data areas, from disposable income through to home ownership proportions and life expectancy…and perhaps the most recent generations don’t have quite as much to complain about after all…

Life Insurance On The Line

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

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

How To Make Joint Client Work Fair