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Most Read IRIS Articles of the Week: December 25-29


Most Read IRIS Articles of the Week: December 25-29

Here’s a look at the Top 11 Most Viewed Articles of the Week on, December 25-29, 2017

Click the headline to read the full article.  Enjoy!

1. To Future-Proof Your Portfolio in 2018, Investors Should Look to Robotics and AI

2017 has given investors a thrilling ride. Of course, heading into the New Year, the market highs have all of us wondering how much life is left in what has been one of the longest bull markets in history. — Jeremie Capron

2. Is Content Marketing the Most Effective Marketing Spend for Advisors?

Everyone wants business to be as easy as possible, yet we so often make it harder than it has to be. What’s wrong with living on some low hanging fruit if there is more of it than you can eat? — Tony Vidler

3. 5 Trends That Will Define The “New Abnormal” for Advisors in 2018

From one major event to another, 2017 will certainly go down in the books as the year that no one saw coming, but it set the stage for a pretty interesting year ahead. — Mindy Diamond

4. Someone Has Referred You to a Prospective Client: Now What?

We look at the current and future influences on how investors research advisors, what kind of information they look for (and in what formats), and how advisors can start building a relationship with those investors early, to ensure they become clients. — Stephen Wershing​​​​​​​

5. 5 Impact Investing Trends That Emerged From 2017

Impact investing drives social and environmental progress through investments, while screening for risk and creating competitive returns. Sonya Dreizler​​​​​​​

6. What You Need to Know About Fee-only Financial Advisors

A friend recently told me that her MBA-degreed 60 year-old-brother, Michael, admitted he didn’t know how his financial advisor Meg, affiliated with one of the country’s top financial firms, made her money. — Dana Anspach​​​​​​​

7. 3 Simple Ideas To Stop Killing Innovation

Maybe we are being too ambitious. Perhaps the hype of business change is becoming all consuming, leading us to aim for things our leadership can’t possibly deliver. — Paul Taylor​​​​​​​

8. Are Investors Headed For a Buffalo Jump?

Alright, your first thought is probably “What in the world is a Buffalo Jump?”  You aren’t alone. Unless you are a fan of Native American history, or have traveled through Montana, a Buffalo Jump is not something you hear about every day. — Drew Taylor​​​​​​​

9. Did You Go Beyond the Presents This Holiday Season?

It’s been said there are two types of people in the world. Those who believe there are two types of people in the world and those who do not! — Joseph Michelli​​​​​​​

10. Why Money Shouldn’t Be Your Goal

When you think of “wealth”, what comes to mind? Did you think of a private jet? How about a beautiful home on a tropical island? — James Pollard​​​​​​​

11. 5 Steps to Growing Your Influence Through Kindness This Season

What has happened to saying “thank you” when someone holds the door for you? What has happened to respecting others’ time by showing up on time, coming prepared or showing up at all? — Stacey Hanke​​​​​​​

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