Most Read IRIS Articles of the Week (February 6-10)

Most Read IRIS Articles of the Week (February 6-10)

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, February 6-10, 2017 


Click the headline to read the full article.


Enjoy!



1. 10 Ways to Stand out From the Crowd


People always ask me how they can stand out from the crowd. Here are 10 critical steps to take ...  — Roy Osing

2. A Life Hack for Fixed Income Investing


If you’re anything like me, you cherish ‘aha’ moments, especially when that ‘aha’ is the realization that something you’ve been using for just one purpose can do so much more. — Salvatore Bruno

3. Dodd-Frank Regulations: You’ve Been Suckered Trump & Goldman Sachs


The big headline on Friday was Donald Trump has signed an Executive Order to review the Dodd-Frank regulations. He also changed rules relating to brokers, so that they can seek maximised profits rather than being forced to behave in the client’s best interests, as ordered under the Obama Administration. — Chris Skinner

4. Emotions in Business: Why We Need to Show the Side the Makes Us Interesting to Each Other


It seems the more educated we are, the more we try to rely on rational argument and extrinsic motivation to convince people to change their attitudes and actions about such things as diversity, generational differences, client service and client acquisition, succession planning, and flexibility – just to name a few emotionally-charged issues in the workplace.  — Phyllis Weiss Haserot

5. Could the Rally in Global Equities Keep Rolling?


A continuation of the rally in equities globally and growing confidence in the forward-earnings power of more economically sensitive value stocks will likely depend on continued improvement in global economic growth and, consequently, improving prospects for profit margins and earnings. — Cindy L. Sweeting

6. Get Invested, Stay Invested: Preparing for Market Volatility


A market without volatility would be unnatural, like an ocean without waves. The free market, like the open ocean, is constantly churning. For some investors, market-moving waves can be exciting, providing a buying opportunity for mispriced securities. For other investors, the waves might feel violent; but truthfully, for long-term investors, market volatility should be irrelevant. — Samantha Azzarello and Ainsley Woolridge

7. 4 Reasons Determination is Vital to Your Success


Entrepreneurs, business owners, and leaders all understand how life and business can surprise us. You have plans, and they work fine, until you get sucker punched by new competition, market upheavals, or high employee turnover. — LaRae Quy

8. Analyzing How President Trump's Border Tax Would Work


The border tax will ban U.S. companies from deducting the cost of imports that go into products that they sell domestically. At the same time, businesses will be able to deduct revenue from exports while calculating their taxes. Since the U.S. imports more than it exports, the provision would raise revenue. — Dr. Sonu Varghese

9. How to Keep Focused When all Hell is Breaking Loose


We’ve all experienced it; we need to focus on an important, time sensitive task when suddenly we feel as if we had been tossed into a tornado. Fires needing our immediate attention start right and left. So, how can you keep your focus when all hell is breaking loose? — Elizabeth Stincelli​​​​​​​

10. Harvard Just Outsourced: Should You?


Harvard University’s endowment fund just decided to outsource most of its investment functions because it could no longer justify the 'organizational complexity and resources necessary'. If Harvard, along with many other major university endowments, has outsourced at least some of its investment needs despite the wealth of on-staff investment talent, shouldn’t you at least be considering it? — Palladiem

11. How to Enhance Your Ideal Client Experience


Your Challenge: How can you improve the meeting experience with your ideal clients? Unless you understand what they truly value from you, how will you ever know how to improve? — Grant Hicks

Douglas Heikkinen
Perspective
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IRIS 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 to ... Click for full bio

Most Read IRIS Articles of the Week: April 17-21

Most Read IRIS Articles of the Week: April 17-21

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, April 17-21, 2017 


Click the headline to read the full article.  Enjoy!


1. Market Keeping You up at Night? Look for the Right Hedge


Like so many others in the industry, I was wrong. For years, I was certain that the bull market was nearing its end. I thought the market was over-extended, and that, surely, the wild equities run was coming to an end. But everyone else was bullish, and perhaps rightfully so. And while I’ve watched equities continue on their spectacular rise, I do think now is the time (really!) to put a hedge in place. Here’s why. Here’s how. — Adam Patti

2. How to Manage Bond Market Pain and Seek the Gain When Rates Are Rising


The realities for fixed income investors have changed. How is this being reflected in markets? Bond investing has become increasingly difficult over the past decade. Markets have been heavily distorted by ultra-low interest rates and quantitative easing, as well as by extreme risk aversion in response to the global economic crisis and the eurozone debt crisis. — Nick Gartside

3. Seven Reasons You'll Fail as a Financial Advisor


Is being a financial advisor worth it? I am an optimistic person and I encourage other people to keep a positive mental attitude (shout-out to Napoleon Hill and W. Clement Stone). However, by taking a good, hard look at the negatives in life, we can successfully pivot towards the positive aspects that will help us achieve our goals. — James Pollard

4. The Secret to Turning Every Prospect into a Client


How do you treat one of your most valued, existing clients? Here’s a list of some things that come to mind. — Andrew Sobel

5. Why Do Clients Change Advisors?


According to many advisors I speak with, the only clients that leave are those who have died. And while attrition may not be a big problem in this industry, I have to assume that at least a few clients change advisors without doing so via the funeral home. — Julie Littlechild

6. Why You Should Focus on Getting Referral Sources


I was talking with an advisor last week about how to get into conversations about what he does. He was relaying the story of going jogging with a friend who could be a good client but is, more importantly, connected to a large network of people who fit this advisors ideal client description. — Stephen Wershing

7. How Big Picture Thinkers Seize More Opportunities in 7 Steps


Big picture thinkers are not unicorns - rare and mystical. And they were not born with the innate ability to think big. They do, however, pay attention to the broader landscape and take the time to think, analyze and evaluate. — Jill Houtman and Danny Domenighini

8. 5 Actions to Build Your Reputation


Your reputation is who you are and how you show up, Monday to Monday®.  Many of us take our image and reputation for granted.  Give careful thought to the kind of reputation that you would be proud of Monday to Monday® and that would resonate with your purpose and priorities. — Stacey Hanke

9. How Are You Poised to Begin Welcoming GenZ to Your Workplace?


The generational changing of the guard is a fact of life as old as time. Young replaces old in responsibility, importance, control and culture. Outside of the family, the workplace is perhaps where this is seen most regularly by most people. — Shirley Engelmeier

10. Are Price Objections REALLY Price Objections?


Next time you hear your prospects give you price objections, it’s not because of the price. The give price objections because they don’t know the full value proposition that they’d be paying for. And it’s not based on their need, or your features and functions. It’s based on the buying criteria they want to meet internally. — Sofia Carter

11. Understanding the Economic Value of Transition Deals


Last week we wrote about the economic rationale behind going independent vs. moving to another major firm as an employee. As a follow-up topic, we thought it prudent to analyze transition packages attached to big firm moves and peel back the layers of the onion to show the components of these deals. — Louis Diamond

Douglas Heikkinen
Perspective
Twitter Email

IRIS 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 to ... Click for full bio