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Most Read IRIS Articles of the Week: August 28-September 1


Most Read IRIS Articles of the Week: August 28-September 1

Here’s a look at the Top 11 Most Viewed Articles of the Week on, August 28-September 1, 2017

Click the headline to read the full article.  Enjoy!

1. The 7 Traits of Highly Successful Financial Advisors

Highly successful financial advisors do things differently than their less successful peers.  Tap into what they do differently in these 7 traits. — Annette Bau

2. Global Bond Opportunities: 5 Ideas for the Next 12 Months

Continued low yields and the risk of rising interest rates mean fixed income investors are continuing to broaden their search for income and total return. — Nick Gartside

3. 5 Ways Successful Advisors Sabotage Their Own Growth

We all started out in this industry with clarity, focus and, if we’re honest, significantly more energy than we have today. — Julie Littlechild

4. Need More Referrals? 5 Steps to Building Stronger Word-Of-Mouth Influence

Every advisor knows that referrals are the golden key to growth. That’s particularly true when it comes to your affluent clients whose personal recommendations can have the power put your AUM into hyperdrive. — Laura McCarron

5. The Disconnect Between What Rich Clients Want vs. What Financial Advisors Say

I interviewed a random group of affluent investors about what they feel they need from a financial advisor, at the same time as surveying a random sample of financial advisors about what they feel their clients need from them. — Sara Grillo

6. Correlation: The Investing Strategy You Can Use to Help Keep Your Clients’ Portfolios Safe in Troubled Times

If you subscribe to the bearish view and believe a correction is coming in stocks, you are probably in a bit of a quandary about what to do about it: do you get out of the market completely or get even more aggressive and short some stocks that have big run-ups in price? — Bill Acheson

7. The DuPont/Dow Merger: The Risks & The Strategies

For over 40 years, Diversified has provided financial planning in Wilmington, Delaware. Fortunately, that has given us a heavy concentration of DuPont executive clients. Even though we’ve seen acquisitions and spinoffs through the years, each one is slightly different. — Andrew Rosen

8. Smooth Tomorrow’s Market Volatility With a Smart Approach to Robotics & AI

Every advisor knows that volatility can wreak havoc on your clients’ psyches, and managing this “risk” or “sleep factor” can be challenging. — Chris Buck

9. How Advisors Can Add Wealthy Millennials as Clients

Anyone with children knows how challenging it can be trying to figure out why they do what they do. As a parent, I’ve certainly spent a good deal of time thinking about what my kids are up to and trying to anticipate their next step – always with the goal of steering them in the right direction! — Ned Dane

10. If You Can’t Solve These Two Questions, Don’t Startup

Some say 9 out of 10 new businesses fail. Others say 50% will not make it 5 years. Ignore the precision of the numbers and you are left with the inescapable conclusion that when you start a business there is a very good chance you will fail. — Roy Osing

11. Will Busyness Kill Your Creativity?

Last week I was getting a drink when a colleague asked me “So, you busy as usual?” I took a second to avoid my kneejerk affirmative response and went for it: “No – we’ve decided to slow down. Give ourselves some time to really think about things”. — Paul Taylor

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