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11 Most Read IRIS Articles of the Week!


11 Most Read IRIS Articles of the Week!

1. 122 Clients in 12 Months from Digital Marketing

If you’ve ever doubted whether social media can generate new business for advice firms, Daniel Brown is about to blow those thoughts into last week. — Stewart Bell

2. Why Your Stock Portfolio Is Performing Worse Than The S&P 500 Index

The most popular index is the best performer, just like before the Dot-Com Bubble. — Rob Isbitts

3. Nine Reasons It Makes Sense to Pay for Financial Advice

Everyone wants to eliminate the middleman.  We buy online instead of shopping in stores.  A “For sale by owner” sign goes up when you want to cut out the realtor.  We want to invest without paying fees or commissions to a ‘broker.” — Bryce Sanders

4. 5 Opportunities to Deepen the Impact of Your Charitable Giving

As we approach the year-end giving season, consider more effective and powerful options for supporting charitable causes. Here are a few ways to assess your giving strategy for greater impact. — Glenmede

5. 19 Ways To Exit Your Advisory: Are You Ready?

For better or worse, for richer or poorer, plan for your future. Unlike most businesses, when you get too sick to work or die, if you won’t have a plan in place, your family members cannot just take over your business. — Maria Marsala

6. It’s Not Shocking to See Schwab Buying TD Ameritrade

The pending merger is a move for scale and market share. If the past was tough, the future is more challenging for middle size players. TD would likely need to merge or acquire to stay relevant. — Philip Chao

7. The Middle-Class Cost of Medicare for All

The concept of “Medicare for All” is getting a lot of attention in the 2020 Presidential race. Senator Elizabeth Warren’s promise that it will not cost the middle-class “one penny” has much appeal. — Rick Kahler

8. What Would You Rather Talk About: Sex, Religion, Politics or Money?

Money is more to our core than any other aspect of our lives, including sex. We are more willing to talk about the issues with our sex lives than we are about issues with our financial lives. — Chris Skinner

9. Your Reputation IS Your Personal Brand: It’s What Matters Most

A lot of professionals get their branding strategy wrong, and waste their money and effort, because they underestimate the importance of managing their reputation. Their reputation IS their personal brand. — Tony Vidler

10. Enhance Your Strategic Planning with These Five Questions

There are some parallels between charting your clients’ course and updating your own. Issues you address in your strategic plan bear similarities to the choices and decisions you coach clients through. — Stephen Wershing

11. These Two Words Have an Astounding Impact on Your Health

Believe it or not, expressing two simple words can have a profound positive health impact. — Paul Kingsman

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