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 16, 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:
Consumers go through three behaviour phases during the online sales process 
by @InsuranceJourn

Insights from Google’s own research on how people buy online, and what it means for financial services….

Assessing compatitbility to partner with another Financial Adviser 
by @MichaelKitces

2 successful individuals do not make a successful partnership; so how can you figure out if a partnership will work?

The Cost Of Customer Acquisition 
By @BostonVC

Understanding the true cost of customer acquisition helps determine whether your business model will work, or not…

The Financial Advisers Guide To Social Media 
By @InCapitalMarket

While aimed at USA advisers and their regulations, this has excellent suggestions for any adviser anywhere…

The hottest App right now in Canada is from a Bank!
By @androidcentral

Only in Canada? A bank app called MySpend has found the way to cross the line between utility and necessity…


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

P.S.  My best this week?  I think it was  The Adviser as an Influencer
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 307 other followers

Facebook: 7618628, Twitter: 14036, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply