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.
Does the data help the adviser, or does the data become the adviser?
Balancing cashflow needs with client lifetime value makes revenue-sharing prospecting expensive…
“if you’re not the lion in the jungle, you better wake up running….”
A provocative position: fire clients who don’t follow your advice…
What happens when you dress a DJ up as an adviser? can people tell the difference?
Share them around please…they are too good to keep to yourself!