Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , October 16-20, 2017
Click the headline to read the full article. Enjoy!
1. What Are Your Clients Really Worth to You?
Most financial advisers will easily work through the basic formula of the average fee/sale per client multiplied by the number of transactions they have with you each year, and then multiplied by the number of years you expect to work with them. — Tony Vidler
2. Preparing for the Coming Crypto Revolution
Much has been made of the disruptive power of crypto through the lens of FinTech, as the growing popularity of digital currencies like Bitcoin and Ethereum have already had a major impact on financial markets across the globe. However, not as much has been said about the disruptive power of crypto on a microeconomic scale. — David Demar
3. Don't Fall Prey to These Four Investing Misconceptions
There are four misconceptions about investing that can easily unravel even the best financial plans. Many high-income earners fall prey to these misconceptions because they fit easily within the common, but errant, narrative about investing. — James E. Wilson
4. Answering the “So How Do You Get Paid?” Question
There is an effective way to talk about your fee structure! There are two components to the relationship you have with your clients and fees related to both. Be confident and stand behind your service. — Paul Kingsman
5. On Smart People, the Big Picture, and the Future of Robotics
I’ve spent my entire career in financial services, so I’m well aware of the thinking and rationale behind most financial products. Because we live in a world where low cost seems to drive every decision, I get it. — Chris Buck
6. Gaining an Emotional Connection Is the Most Critical Role in Any Sale
Think of a time when you headed into a prospect meeting and just knew it was going to go well – the proverbial “slam dunk.” You were armed with every fact and figure the prospect could possibly need to see the value of your firm’s services ... — Drew Taylor
7. 5 Major Advantages of Employees Working from the Office
With the technology available today, it’s often feasible (and even convenient) for employees to work from home. But is this actually beneficial to company culture, workflow, and career advancement? — Remy Bernstein
8. An Advisor's Guide to Helping Women Become Savvy Investors
Today, more women than ever are involved in managing their personal and household finances. In a recent study, nearly half of the women surveyed (44%) stated that they are solely responsible for their household financial decisions, compared to 35% of men. — Laura McCarron
9. Millennial Investors Are Increasingly Enamored by ETFs
It wasn’t too long ago that every teenager was fawning over the boy-band One Direction. Now, only a few years later, the band members are all pursuing their own solo careers. In his 2017 solo debut album, the former One Direction member Harry Styles sings the hook “Just stop your crying, it’s a sign of the times.” — Brad Sherman
10. Are the Fastest Growing Advisors Gender Neutral?
Are you alienating clients? It’s puzzling to us when advisors say they don’t want to brand themselves as “too female friendly” for fear of alienating their male clients. — Paulette Filion and Judy Paradi
11. Are Factors Attractive in the Current Market Environment?
Equity factors delivered mixed performance over the quarter and continue to experience reversals. The momentum factor led the way for much of the quarter, before the re-emergence of the so-called Trump trade boosted value and size. — Yazann Romahi