Most Read IRIS Articles of the Week: June 12 - 16

Most Read IRIS Articles of the Week: June 12 - 16

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, June 12 -16, 2017 


Click the headline to read the full article.  Enjoy!


1. Are You Really As Influential As You Think You Are?


Ask someone you can trust to tell you the truth about how you come across? How would they describe the reputation you’ve created for yourself? — Stacey Hanke

2. Three Reasons It May Be Time to Delegate Your Finances


Delegation can improve your finances, reduce stress, and let you focus on what is most important to you. — Cameron Hendricks

3. How to Get Ahead of 99% of Financial Advisors


No doubt, financial advisor marketing is one of the toughest games around. Unfortunately with the pressures of running your practice, the brand is something most financial advisors put last.  — Sara Grillo

4. 5 Reasons to Consider Investing This Summer


The busy summer travel season is here yet again, and according to forecasts, this year could set a number of new records for airlines and highways. Thanks to a steadily improving economy, rising gross domestic product (GDP), strong consumer confidence and affordable airfare and fuel costs ... — Frank Holmes

5. How Financial Firms Should Position Themselves in the Age of Trump


Many financial-services executives welcome the changes as a way to free themselves from the cost and burden of regulatory compliance, particularly around rules the industry fought hard to avoid. — Bonnie Clark and Ray Hennessey​​​​​​​

6. Don’t Let These 10 Mistakes Ruin Your Retirement


As a financial planner I see many retirees make smart financial decisions and others make unfortunate, avoidable mistakes. Below is my list of the top 10 retirement mistakes to avoid. — Mike Eklund​​​​​​​

7. A New Take on Portfolio Diversification


With investment returns around the world declining, investors have increasingly been looking beyond traditional asset classes to diversify their existing portfolios and to potentially pick up incremental returns.  — Yazann Romahi

8. The Most Frequently Asked Questions About Personal Finance


Following are some of the most frequently asked questions about personal finance. Perhaps these questions are the same ones you have. If you have different ones ... — Michael Kay

9. Brands: To Survive for the Long-Term Learn to Embrace the Crowd


The key is harnessing the power of social influence in a compelling way that connects authentic story-telling with brand and product interaction. This is a radical departure from the current media and eCommerce environment as consumers seek information when and where they want it vs. proceeding along a predictable purchase path. — Ted Rubin

10. How to Rewire Your Brain to Be a Successful Investor


If I asked you to make a list of your biggest financial mistakes, what would be on it? Overspending today and not saving for tomorrow? Taking on too much debt? Pulling your money out of a down market, or being guilty of too much hubris when the market was up? Investing in that “sure thing” that wasn’t so sure after all? — Lauren Klein

11. Evidence That Financial Planning Designations Really Do Matter


The study underscores what I’ve found to be true: that just because someone holds a license to engage in a specific service for consumers does not mean the person is competent. Licensing tests notoriously set the bar low for the entrance into almost any field. — Rick Kahler

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