The Big Ticks: Top Stories For Professional Advisers This Week
Tony's BIG ticks

The Big Ticks: Top Stories For Professional Advisers This Week

June 18, 2016

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.

Professional picks have been:
The Wealth Management Relationship: The Data Or The Adviser? 
by @financemagnates

Does the data help the adviser, or does the data become the adviser?

Why Revenue-Sharing Referral Agreements Are Bad Financial Adviser Marketing 
by @MichaelKitces

Balancing cashflow needs with client lifetime value makes revenue-sharing prospecting expensive…

Will Roboadvice Exterminate Traditional Advisers? 
by @Cuffelinks

“if you’re not the lion in the jungle, you better wake up running….” 

How to tell a Fiduciary from a Salesman 
By @RobinJPowell

A provocative position: fire clients who don’t follow your advice…


Deciding If aA Financial Adviser Is Right For The Job By @nytimes

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!  

P.S.  My best this week?  I think it was  What prospecting method delivers the best results?
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