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Most Read IRIS Articles of the Week: April 16-20


Most Read IRIS Articles of the Week: April 16-20

Here’s a look at the Top 11 Most Viewed Articles of the Week on, April 16-20, 2018

Click the headline to read the full article.  Enjoy!

1. How to Blow Yourself Up While HNW Networking

Top down prospecting makes sense.  If you hang out with the WOOFs (Well Off Older Folks) and they like you, you gradually become part of their circle of friends.  People do business with people they like.  If they start talking business, you know they are a qualified prospect.  But do it wrong and you can become ostracized and avoided, the social equivalent of roadkill. — Bryce Sanders

2. From Market Calm to Uncharted Territory

It’s a new investment world in 2018. Out of the gate, in January we saw equity indexes rising at an unprecedented pace only to be followed by very rough seas, where equities were lifted and then pushed down in rapid succession. This year has brought a stark and clear change in risk along with a more muddled outlook for the direction of both equity and bond markets. — Joanne M. Hill

3. Factor Views 2Q18

Most of the factors that we favor suffered in a quarter singed by a violent shift in volatility regimes. Despite still-healthy economic growth, equity markets moved rapidly from a rally that was deemed both “euphoric” and a “melt-up” straight into correction territory. — Yazann Romahi and Garrett Norman

4. Killing the Death Tax: How a Change in the Tax Law Impacts Life Insurance Sales

The life insurance industry has long thrived on the fear that your heirs will be stuck paying a “death tax” on your estate and end up forced to sell long-held family assets to pay for it. For many asset-rich, cash-poor clients, the only option was a life insurance policy that provided funds their heirs could use to pay the 40 percent tax on estates of $5 million or more.. — Chris Orestis

5. Use Your Story to Connect

Letting prospects hear your succinct story is a valuable step in building relationships. — Paul Kingsman

6. How Facebook Broke the Internet and Our Brains

As Mark Zuckerberg testified before Congress last week regarding the breach in Facebook data, Senator Orrin Hatch (R-UT) asked about the company’s business model. “We sell ads,” Zuckerberg replied with a smirk that was captured on a video that later went viral.  — Patty Kennedy

7. Investing in Gender Parity

If you’re a woman struggling to make your way in your industry, Eve recommends that you speak up with authority and remind yourself that men should just “move over.” We have a responsibility to bring along other women, be supportive and educate others about this issue. Together, we can create gender parity. — Sheri Fitts

8. How to Assess Your Risk Tolerance

Do you have a good understanding of your risk tolerance or capacity for investment risk? Most investors think they do, but this self-assessment usually involves only the calm and rational viewpoint. What about your tolerance for risk under stress? — James E. Wilson

9. How Angry People Make You More Successful

Anger can be turned into adulation; pissed off can be transformed into hugs. In the world of an organization, this fact is huge because, however unintended, customers get screwed over from time to time. — Roy Osing

10. 3 Types of Underserved Clients to Build the Future of Your Business

It’s surprising to find that certain broad sectors of the population still remain underserved in certain instances. If you, unlike other advisors, can devise a strategy to attract and retain these potentially valuable clients, you could vastly improve your business. — Don Connelly​​​​​​​

11. A Multi-Generational Breakaway Success Story

At a time when many other advisors would be focused on retirement, this senior advisor and his team took “the road less traveled” in order to better serve their clients and business — Mindy Diamond

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