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11 Most Read IRIS Articles of the Week (July 18 – 22)


11 Most Read IRIS Articles of the Week (July 18 - 22)

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyzJuly 18-22, 2016.  Click the headline to read the full article.  Enjoy!

1. 13 FBI Principles of Mental Toughness

I get quite a few chuckles from people who write about mental toughness when all they have to cite are statistics that come from other people’s experiences. Rare is the person who writes about how to be mentally strong from personal experience. — LaRae Quy

2. 10 Things You Didn’t Know About the DOL’s New Rule

In the wake of the DOL’s announcement of the new fiduciary rule, many advisors were left asking–how is it going to effect me? Check out 10 things you didn’t know about the DOL’s new rule. — Carolyn Rose Kick

3. Financial Advisors: Want to Know Why Women Find Money Boring?

What if I told you that women aren’t dense about money… they just find it boring. Starting at an early age male and female brains develop differently. — Adri Miller-Heckman

4. The Future of Advisors: Who Will Be the Winners?

The advisory industry has been evolving and two trends are clear: The future is fee-based—and advisers are tech-obsessed. And where these two trends intersect, innovation happens. — Mitchell H Caplan

5. Why Empathy is the Most Important Business Skill

Looking for skills to help you expand your business? To many successful advisors, the most important business skill is not project management or multitasking, but empathy. — Thomas Phelps

6. Here Comes the Sun: When Retained Benefit Settlements Save the Day

As an advisor, you know the scenario well. Your senior client has a life insurance policy they no longer want, need, or can afford. In some cases, the client’s children are grown, or their assets now negate the need for such a hefty benefit.  — Michael Freedman

7. The 5 Essential Skills for Influential Advice

The financial adviser is supposed to be an influencer…our purpose is to influence others to make better decisions than they would otherwise have made. — Tony Vidler

8. 7 Key Principles of “Entitlement DeProgramming” for Millennials

I come from the “Me Me Me Generation”, characterized by wiser elders as being selfish and entitled. We get married later (if at all), have less kids, post a plethora of selfies and do crazy things … — Laura A. Roser

9. Are You Asking Your Clients What They Actually Want?

For many years top advisors have been telling you what your clients want, what they need, what forms of communications to use, types of events to host, how frequently to communicate, all the way down to what you and your staff should be wearing. — Matthew Halloran

10. Investing in ETFs: How They Fit Into an Investment Strategy

NBC recently published a story on the growing popularity of exchange-traded funds, or ETFs. According to the article, 81% of advisors surveyed said they used or recommended ETFs to their clients in 2015. We have been advocating ETFs as a secure, flexible investment for our clients since the days when they weren’t as popular. — Brad Sherman

11. How to Best Measure Practice Management Success for Financial Advisors

Measuring success as a financial advisor comes in many forms. Measuring practice management success for financial advisors is even more difficult. — Grant Hicks

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