2017 IRIS Advisor Survey: Win a MacBook Air

2017 IRIS Advisor Survey: Win a MacBook Air

IRIS.xyz is giving one Advisor a chance to win a new MacBook Air for completing a brief 2017 Advisor Survey


Only 10 multiple-choice questions!

As the landscape continues to evolve within the financial industry, success is more and more determined by the information you digest on a daily basis. Our sole purpose is to learn more about you and your business, so we can deliver the best educational content possible.

One survey per participant please. 

Thank you in advance for completing the survey.

Please Click Here to Complete the Survey



This is a research project being conducted by IRIS.xyz. Your participation in this study is voluntary. Your responses will be confidential. Survey participants will be entered into a drawing to win a new 13-inch MacBook Air. One participant who completes the survey will be chosen at random. 

The survey period will end April 7, 2017. The winner will be notified via email. 
Douglas Heikkinen
Perspective
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IRIS Co-Founder and Producer of Perspective—a personal look at the industry, and notables who share what they’ve learned, regretted, won, lost and what continues ... Click for full bio

Don’t Be Tempted to Persuade Your Clients

Don’t Be Tempted to Persuade Your Clients
 

Recently, I've been seeing a lot of articles about Advisors persuading clients to move from active management to passive management. Persuading clients to follow the way you manage investments is a big mistake. Do this instead.

Click on image above to watch the video.

Paul Kingsman
Development
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Paul Kingsman helps financial services professionals overcome distractions to achieve success sooner. Combining his experiences as an Olympic medalist and his background as an ... Click for full bio