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Most Read IRIS Articles of the Week: August 7-11


Most Read IRIS Articles of the Week: August 7-11

Here’s a look at the Top 11 Most Viewed Articles of the Week on, August 7-11, 2017 

Click the headline to read the full article.  Enjoy!

1. The Demise of Prospecting

Referrals are down, or at least that’s what a recent report is suggesting. Why? Kirk and Matt get into the dirt with advisor prospecting. — Kirk Lowe and Matt Halloran

2. Yes, You CAN Raise Your Fees!

We’re hearing so much about fee-compression in our industry, the main question is not what people will pay for instead the main two questions are what do people value and can you deliver it. — Paul Kingsman

3. Why Advisors Should Focus Their Business Development on THIS Generation

A more relevant question to consider is, “will this generation of people over 50 keep their money longer than previous generations of 50+?” If the answer to that question is “yes,” then worrying about who’s going to inherit their money and when is a non-issue. — Bill Bachrach

4. Building Diversification by Adding Strategy to Your Portfolio

The benefits of diversification do not come from simply adding more investments to an asset allocation, but rather, from adding investments with lower correlations to existing investments within the allocation. However … — John Lunt

5. How the Fastest-Growing RIAs Earn More Referrals

You probably know that we’re based out of Omaha, a city that’s home to the College World Series, some of the nation’s greatest college football fans, and an award-winning zoo. My family buys a pass to the zoo every year and it is worth every dime. — Jud Mackrill

6. How to Talk to Your Clients About Alternatives

Alternatives, the diverse class of investments that flies below the radar of analysts and media, has quietly grown to total $6.5 trillion worldwide, a ten percent increase from 2015 to 2016, according to research from Willis Towers Watson. — Jason Plucinak 

7. 7 Fabulous Technology Tools for Financial Advisors

If you’re a financial advisor who is serious about building your business, you need to leverage every possible advantage you can get in the marketplace. Right now, technology offers a huge advantage. — James Pollard

8. Advisors: Imagine Better Prospect Meetings

Depending on what type of practice you run, and what type of information you need, the first key planning tool you need is your document checklist for ideal prospects. — Grant Hicks

9. Surprise! Gold Prices Are Beating the Market

Spot gold finished July up more than 2 percent, its best month since February, when it returned 3.7 percent. The yellow metal responded to a struggling U.S. dollar, which has lost more than 10 percent so far this year relative to other currencies and is currently at a 15-month low. — Frank Holmes

10. 14 Competencies to Covet in People

These 14 competencies are those to covet in people. They represent basic human character and define the difference between a mediocre organization and a remarkable one. — Roy Osing​​​​​​​

11. 5 Reasons Your Ideas Aren’t Being Heard

Have you ever felt this way? You’ve got great ideas. You care deeply. AND you’re frustrated. Why is no one picking up what you’re putting down? Don’t give up. — Karin Hurt

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