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11 Most Read Iris Articles of the Week (October 3-7)

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11 Most Read Iris Articles of the Week (October 3-7)

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, October 3-7, 2016. Click the headline to read the full article.  Enjoy!
 

1. The Myth of Financial Goals: 5 Questions Your Clients Secretly Want You to Ask

Can I be straight with you? What most financial planners claim about the importance of financial goals is totally wrong. — Ronald Sier

2. Real Estate, Welcome to the S&P 500

In case you haven’t noticed, the S&P 500 Index is looking a little different these days. — Frank Holmes

3. How to Define Your Value Add to Discerning Clients

So how can today’s advisors compete? What can you offer from the very first interaction with a prospect that sets you apart, ensures value for your fees, and gives your prospect the assurance that your offerings have the potential to deliver very real, long-term value? — Nasdaq Global Indexes

4. How the Robo Versus Human Adviser Dynamic Has Shifted

The discussion surrounding how robo-advisers fit into the broader financial advice landscape has been widely debated for years. — Joe Anthony

5. Ripped From the Headlines: Life Insurance Rate Hikes Send Seniors (and Advisors) to the Life Insurance Secondary Market

Over the past year, at least seven big life insurance companies have raised premiums on a range of Universal Life Insurance policies, many of them targeting increases on seniors. From this, the headlines have ensued … — Michael Freedman

6. What a Future Ready Financial Advisor Looks Like

Charles Darwin would love financial advisors today. “In the struggle for survival, the fittest win out at the expense of their rivals because they succeed in adapting themselves best to their environment”. — Grant Hicks

7. Understanding ETF Liquidity

As you determine which ETFs best meet your clients’ needs and objectives, bear in mind ETF liquidity and trading. This will help you better maximize opportunities and optimize trades at the best possible price in order to gain potentially higher total returns. — Marie Dzanis

8. 5 Questions Every Advisor Should be Asking (And It’s Not About the Money)

In an industry where firms are offering transition packages at high water mark levels, it’s easy for advisors to get caught up in the economics surrounding a potential move. — Deborah Aronson

9. Making Lemonade from Lemons: The DOL Opportunity

It is estimated that the financial advice industry derives almost 45% of their revenue from commissions as of 2015. As a result, many advisors and their broker dealers have been thrown off balance by the new policy. — Joseph Hosler

10. How To Read People Like An FBI Agent

Wouldn’t it be great if we could tell if someone was lying to us? — LaRae Quy

11. How to Fill Your Advisor Blog with Great Financial Content

Want to learn five steps to simplify the content creation process for advisors? — Kirk Lowe

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