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 30, 2016
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 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:
Tell Clients To Take Retirement For A Test Drive 
By @FinAd_IQ

This is one of the best – and elegantly simple – ideas I’ve heard for quite some time….

Three New Ways To Think About The Customer Journey
by @CMO_com

“People want brands to know them and to connect the dots as they constantly move between channels and devices.”

5 Transformative Trends – and what they mean for Advisers 
By @SEIRaefL

A great article outlining some of the mega-trends happening in the world, and what that means for an adviser business…

Trust: The Best Financial Advisor Marketing Strategy
By @TactiBrand

Trust: every adviser claims it as a reason for consumers to choose them, but are they building trust?  How does one go about it really?

How Digital Investments Are Changing The Face Of Banking
Via @RobbieCBinsight

“Investment in digital banking is driving increased customer acquisition, cross-selling and satisfaction while decreasing branch traffic and related costs…..”


Share them around please…they are too good to keep to yourself!  
P.S.  My best this week?  I think it was
 Peer-to-Peer Marketing: It Is Just One Business Owner To Another
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