Simple Strategy to Map Out Your Success in 2017

Simple Strategy to Map Out Your Success in 2017

In this podcast episode, learn how you can create the time and space in your schedule to actually accomplish your 2017 goals.

Is the start of the year already daunting? Getting everything in order can be as easy as getting a giant wall calendar to map out the year ahead.

Click the play button above for a dose of inspiration!

James Carbary
Sales Strategy
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James Carbary is the founder of Sweet Fish Media, a done-for-you service that guarantees new relationships between B2B companies and their ideal clients. He’s a contributor ... Click for full bio

Most Read IRIS Articles of the Week (February 13-17)

Most Read IRIS Articles of the Week (February 13-17)

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. The Real Reason Why Clients Choose You


Some advisors say they want to stand out from the crowd—but they’re fibbing. They really want to look and sound like everybody else. — Megan Carpenter

2. To Calm Client Fears About International Stocks, Speak Their Language


Market volatility is normal. And though we can’t predict the future, volatility in the coming years is a safe bet. Clients look to you, their advisor, to build investment portfolios that can help them navigate through unstable times. — Chris Shuba

3. Four Life Stages of an Advice Business


When I was much younger, I used to sail boats up in Gosford. They were called Sabots, small, snub-nosed craft which at first I sailed with another kid, then later on my own. — Stewart Bell

4. What's Wrong With Earning a Commission From the Sale of a Financial Product?


What's wrong with earning a commission from the sale of a financial product? Nothing. It isn’t any more inappropriate than a car salesperson earning a commission when you buy a vehicle. — Rick Kahler

5. Introducing a Low-Volatility Factor to High-Yield Fixed Income


For your clients seeking income, today’s environment is a tricky one.Interest rates are climbing, fixed-income yields are still low, and equities are at higher levels than they’ve ever been. — Salvatore Bruno

6. Why You Should Forget Social Media ROI...


While I am a fan of “measuring to manage well”, some things just can’t be measured accurately. That’s why I believe we should forget what the ROI of social media is, in the conventional sense. — Tony Vidler

7. Heads Down, Mouths Shut: The Distracted Generation


To say there is a lot going on in the world right now is probably an understatement. The current events of the moment are so cumbersome and so complex that for many it has become emotionally and physically taxing. — Janine Truitt​​​​​​​

8. 7 Random Acts of Kindness for Financial Advisers


I’ve spoken before about random acts of kindness; the unexpected things that you can do for a client and today, I would like to share seven of these with you. — Rachel Staggs

9. How Are You Answering Clients’ Biggest Question?


No matter what they verbalize, new clients’ biggest question is always, “Can I trust you?” — Paul Kingsman

10. An Open Letter to Advisory Firms Losing the Millennial Marketing Battle


Dear Adviser, I’ve spent my whole life as a millennial, or at least as long as the generational classification has existed, but you haven’t seemed to notice. Your ads and your marketing materials prove you don’t understand me. — Alex Nye

11. A Millennial Responds to Simon Sinek's Response on Millennials


Have you seen Simon Sinek’s response to the “Millennial question” on Inside Quest? As with any viral video, there have been a great number of reactions to it. — Nicole Anglace​​​​​​​

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