Big Ticks: The Best Stories For Professionals This Week

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 @InvNewsNZ

Demand for independent financial advice is set to skyrocket over the next few years, a new survey by global consultancy firm EY found….”

Told ya so…



Bridging Generational Investing Goals, Circumstances And Preferences
By @Russell_Invest

A great article backed by research on differences in preferences and attitudes between the generations when it comes to investing – and what the implications are for advisers…



The Cost Of Being An Authorised Rep
By @planner_tweets

Maintaining independence and getting your own licence comes at a high price…but how high?



How Advisers Are Missing Out On Millennials
By @jessicakmathews

Only 30% of advisors are actively looking for clients under the age of 40″…talk about missed opportunities!



Aging Clients And The Role Of The Trusted Adviser
By @wealth_mgmt

An increasing area of focus for the industry as average age of existing clients climbs, as does the average age of advisers, is the issue of dealing with clients who have declining health…



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


P.S.  My best this week?  I think it was

Not All Consumers Are Good Advice Clients

The post Big Ticks: The Best Stories For Professionals This Week appeared first on Tony Vidler.

Big Ticks: The Best Stories For Professionals This Week