Most Read IRIS Articles of the Week: July 10-14

Most Read IRIS Articles of the Week: July 10-14

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, July 10-14, 2017 


Click the headline to read the full article.  Enjoy!


1. Retirement Planning Has Its Limits: How to Prepare


Retirement planning is one of the issues that commonly leads clients to consult financial advisers. One of its essential aspects is creating a plan to save and invest in order to provide a comfortable retirement income. Ideally, this starts many years ahead of retirement, even as early as your first paycheck. — Rick Kahler

2. Why You Need to Vividly Bring Your Clients Goals and Aspirations to Life


When they talk abut retirement, what do you do? Here are some ideas to create vivid pictures to put in your clients minds about their future. Use this powerful technique to help clients fully commit to their future goals. — Paul Kingsman

3. Better Index Investing: The Benefits of Multi-Factor Security Selection


How would you summarize your approach to security selection? There are a number of sources of equity returns beyond growth itself. These include factor exposures such as value, size, momentum and quality — Yaz Romahi

4. The Answer to Your Clients' Long-Term Care May Be Their Life Insurance


Near the top of the worry list for anyone considering retirement is the fear their health will deteriorate so much they’ll be forced to seek long-term care, a situation that could leave them and their families slammed with expenses far beyond what they can afford. — Chris Orestis

5. Ten Questions That Will Drive Growth and Profitability


In researching high growth professional services firms we made an eye-opening discovery. Those firms that did systematic business research on their target client group grew faster and were more profitable. — Lee Frederiksen

6. The Best Kept Secret In The Financial Services World


It’s no secret that the financial industry is at a crossroads. Traditional business methods and tactics are slowly being pushed out by a new, consumer friendly approach. However, not so fast—the old model is still ingrained in our psyches and our lives — Michael Kay

7. Smart Beta ETFs: The "Dream Diet" for Your Portfolio


What’s powerful about Smart Beta is that it allows investors to target very specific factors to create an ideal portfolio based on a given asset allocation. — Salvatore Bruno

8. Do Introverts Connect Better Than Extroverts?


You might not be the type of person who loves to socialize, attend big parties, and network whenever you get the chance. But to be a great connector, you don’t have to. — Maribeth Kuzmeski

9. 6 Ways Leaders Can Develop the Grit They Need


Grit isn’t just working incredibly hard. There are no shortcuts to excellence. Developing real expertise, figuring out real hard problems, it all takes time-longer than most people imagine. Then you’ve got to apply those skills and produce goods or services that are valuable to people.. — Terri Klass

10. Battle of the Sexes: Male vs. Female Leadership


Do men and women lead differently? While they share the same responsibilities in any given leadership role, researchers have found that in all the areas that really set leaders apart like how helpful, supportive and personally engaged they are, male and female leaders typically vary. — Vanessa Van Edwards

11. How To Triple Your Website Traffic From Social Media


If you’re looking to improving your website traffic free from social media, this is the right place for you. Social media is rapidly growing, and many business owners are finally embracing it for free traffic and engagement with their audience. — Apolline Adiju

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

Get a Handle on Your Marketing

Get a Handle on Your Marketing
 

Yes, you’re a financial advisor. But you’re also the payroll supervisor, and the HR director, and the property overseer.

When are you supposed to get to marketing to grow your business?

Do this to get a handle on your marketing.

Click on image above to watch the video.

Related: Create Habits! The Cost of Overthinking Your Business

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