Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, April 9-13, 2018
Click the headline to read the full article. Enjoy!
When markets decline, clients lose money. Their statement values decline. As their advisor, you tell them to focus on the long term, but they often stay angry. — Bryce Sanders
There’s no doubt about it: ETFs can be powerful investment tools. And yet, because ETFs are relative newcomers to the market, many investors are still struggling to understand when, how, and why to use them as part of a strong investment strategy. — IndexIQ
Recently, an advisor who was taking our course on prospecting, “The Art of Acquiring Female Clients” told us he was struggling with the notion of calling a woman to congratulate her on a promotion and, he asked us when, in that conversation, should he tell her what he did for a living. — Paulette Filion and Judy Paradi
The seismic market events of the last two months should be a stark reminder to investment management firms that having a well-conceived communication plan at the ready is essential if they want to differentiate themselves among anxious financial advisors. — Dan Sondhelm
Retiring on a million dollars. The idea may evoke images of lavish retirement homes or luxurious travel. But let’s take a closer look at the real lifestyle that $1 million of retirement savings will afford. — Rick Kahler
When we aren’t making progress on a meaningful goal, the default suggestion seems to be some version of the Nike tagline ‘just do it’. It makes sense. If we know what we want and how to get there, then we just need to focus on taking action, right? — Julie Littlechild
Letting prospects hear your succinct story is a valuable step in building relationships. — Paul Kingsman
Everyone who’s into managing his or her personal finances with the help of an app has heard about Mint, which currently ranks No. 24 among all free apps in the Finance category that can be downloaded from the Apple iOS Store … — Marguerita Cheng
Google, Amazon and Facebook (GAF), to name a few, could become significant in the retail banking space; where decreasing consumer loyalty is driving firms to become more customer-centric, in a bid to improve retention. Whereas Fintechs don’t have the size or capital endowment to seriously threaten the big banks, Tech-fins certainly do. In this case, size very much matters. — Ryan Bright
A recent article in the Wall Street Journal discusses the many redemptions of Bill Ackman’s Pershing Square hedge fund. What is interesting is that those requesting redemptions are institutions. — Jay Mooreland
As an entrepreneur, you can be both your own best friend and your worst enemy. Bouncing back and forth from being confident and savvy to doubting your every move is not uncommon for most business owners looking to reach their entrepreneurial dreams. — Mandy McEwen
Geothermal: The Under-Appreciated Investment Opportunity in Alternative Energy
Seeking to Understand the Emerging Gen Z Market?
The Future of Education
How to Influence Others to See Your Value
Secret Revealed: How VR Can Change Student’s Everyday Life
Why You Need to Fail Often … to Succeed More
The Pros and Cons of a ROWE Work Environment
How Hard Seltzer is Changing the Malt Beverage Industry
5 Unexpected Ways to Bond With an Employee
Embrace Roth to Plan for a Tax-Free Retirement
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The Future of Education
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Could Trump Really Win the 2020 Election?
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Advisors: Are You Asking the Tough Questions?
Development1 day ago
Will the Rumored Merrill Retention Package Materialize?
Research2 days ago
“Follow the Money” Is Always a Good Investing Strategy
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Everything Advisors Need to Know About Google Reviews
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Getting True Passive International Exposure
Development3 days ago
How Do You Know Your Financial Advice Is Suitable?