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

The Big Ticks: The Best Stories For Professionals This Week

March 2, 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

“Clear and open communication is key to getting the facts necessary to effectively represent a client.  The retainer agreement/engagement letter can help establish policies to encourage good communication…” …and what follows is a series of excellent suggestions on how to do that!

 

 

 

Grooming Future Clients By Teaching Them Financial Literacy At A Young Age
By @FPApubs

An excellent way to add value to clients lives is to help them pass on great money lessons to their kids, and this article talks through a . number of great ways to go about it…

 

 

 

Agents, Brokers And The Future Of Insurance Distribution
By @ijournal

Insurance distribution is being re-defined everywhere, and the traditional models are being challenged from all sides. This article talks about what the challenges are and how things ae beginning to evolve…

 

 

 

 

Homogenous Behaviour Imperils Markets
By @Top1000Funds

Now this makes sense to me: the argument is put forth that markets are not neat replicas of economic models, but something more akin to the natural world…

 

 

 

Study Confirms Preference For Human Advice Over RoboAdvice
By @Riskinfonews

“This study suggests Americans have not outgrown human advisors; instead their preference lies in combining the personal and trustworthy touch of an advisor alongside cutting-edge technology…”

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

 

 

P.S.  My best this week?  I think it was
The Advisers Lament: “Why didn’t my client call ME”?
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