Most Read Advisorpedia Articles of the Week: December 4-8

Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , December 4-8, 2017


Click the headline to read the full article. Enjoy!


1. How to Transform Good Questions into Great Ones


How do you improve a fair or even a good question—possibly turning it into a great one? It takes hard work to come up with really strong questions. In this newsletter I’d like to give you a set of criteria and a process that will make it a lot easier for you. — Andrew Sobel

2. How Big Is The Goldmine WITHIN An Advisers' Practice?


Just how much opportunity is sitting inside the typical adviser practice? How much new business is waiting inside that existing database? It Is Usually A Goldmine. — Tony Vidler

3. Are You Ignoring This Social Business Strategy?


Highly productive and ambitious people have their eye on business strategy at all times. The problem is the desire to achieve milestones quickly. But there is a price to pay when projects are done too fast. — Elinor Stutz

4. Five Easy Steps to Help Your Clients Plan for 2018


Here we stand, a bull market still running strongly, with the S&P 500 up almost 20 percent in the last year, a message on its own for anyone who thinks they can outsmart the market. With that in mind, isn’t it only natural that some profit-taking will cause a pause in the markets sometime in 2018? — Peter Anderson

5. 7 Reasons to Work with a Professional Advisor


When tackling finances or their personal economy, people often try to do it on their own or they are unsure about working with a professional. Justin Bennett

6. The Power of Framing for Financial Advisors


What is framing? How can advisors use framing to improve their communication and help clients make better decisions? — Jay Mooreland

7. 30 Money Moves to Make in 30 Days


The year is almost over — but there’s still time to make progress toward your financial goals. Let’s jump right in with 30 simple steps you can take in 30 days to end the year on a financially high note. — Mary Beth Storjohann

8. Why You Should Focus on Who Your Ideal Clients Are


The decision to open the new account is yours as much as it is the client’s. Define your ideal client. Be selective and choose your clients with care. — Don Connelly​​​​​​​

9. How To Kill Innovation In 10 Easy Steps


Many of our organisations, without realising it, act as inhibitors of innovation. Rules and protocols are put in place — often for very good reasons — that preserve the status quo. Over time, organisations develop a set of social norms — ‘the way we do things around here’ designed to protect the business from failure. — Paul Taylor

10. China Holds the Keys to Electric Vehicles Tesla!


As the world’s largest auto market, China was responsible for about half of the sales as the crackdown on polluting industries has propelled renewable alternatives from power generation to consumer products. — Frank Holmes​​​​​​​

11. Alternative Beta Raises the Bar on Hedge Funds


Here's a paradox for financial advisers to consider: As it relates to traditional indexing, we would never invest in an active manager in long-only equity without benchmarking them to the relative index. But in the hedge fund world, we've accepted that returns are all the result of idiosyncratic manager skill. — Dr. Yazann Romahi