Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, June 4-8, 2018
Click the headline to read the full article. Enjoy!
Building a network of professionals as a way to acquire new clients means more than handing out cards to estate attorneys, accountants and financial planners. Those who are most successful at employing this strategy in their practices do more than network at cocktail parties; they create a trusted circle of resources who share ideas to help each other become more successful. — Matthew Paine
Every independent business owner will reach a point where gaining scale and solving for continuity and succession become paramount. It’s then that they begin to wonder: What does my firm’s end game look like? — Mindy Diamond
Just like homes can be remodeled to meet the evolving needs of homeowners, Investment portfolios can also be “remodeled” to better match investment goals such as higher income, growth or lower risk. — Joanne M. Hill
Although there has been much media coverage in recent years about the decline of referral marketing as the primary source of growth for financial advisory practices, referrals are critical for ensuring the success of independent advisers’ businesses. — Oranj Advisor
Having the right business mindset is critical to your personal success and also to your chosen career. I was not aware of this until of recent when I got exposed to these business opportunities clashing with my personal life and trying to get an equilibrium to succeed. — Apolline Adiju
Although animated videos have gained some traction in the financial services industry, and are now recognized as a valuable, engaging format to communicate key information quickly, there is still plenty of room for their adoption, particularly when it comes to ETF issuers. — Alexandra Levis
Almost all of us professionals can relate to the picture I am about to paint. The alarm clock dings way too early; that’s the start of our day. We shower and get ready for work. Then the mayhem begins! — Andrew Rosen
Luckily, as a firm this is something you can take control of and change. Culture, Technology, and specifically your team can help boost morale and create memorable customer experiences that will separate your firm from the rest. — Kirk Lowe and Matt Halloran
You meet with a prospect. You learn about them. You present a proposal. So far so good. They react positively, but want to think about it. The trail goes cold. What can you do to help a prospect focus when they are reluctant to commit? — Bryce Sanders
Recently, we had the pleasure of conducting a lunch and learn for about twenty investment advisors. The topic was How to Engage with Female Investors. Those in attendance came because they understood the undeniable truth that female investors are and will continue to be the key to their future success. — Paulette Filion and Judy Paradi
There is a neighborhood near mine of lovely historic Craftsman homes—except for one sad exception. The lemon trees haven’t been picked and the fruit lies rotting on the ground. There are a ton of sketchy-looking, critter-made holes all over the grass (snakes?). And the house itself hasn’t been properly tended to—droopy roof, peeling paint, dirty windows. — Rochelle Moulton
Silicon Valley is Taking Fortnite Seriously and So Should You
Are the Tariffs Taking a Toll on China?
Healthcare Stocks: Invest in Business, Not Science
5 Marketing Strategies for Advisors to Ensure Growth
Why Ray Dalio Is Wrong on Capitalism
Establish That Perfect Combination and be Unforgettable
Don’t Get Stuck With a Bad Annuity
What Does Discipline Mean to You?
Can You Take a Punch?
Let Your Audience Know How Unique You Are
Permission to Succeed18 hours ago
A Liquid Commodity for Diamonds with Cormac Kinney
Building Smarter Portfolios19 hours ago
Why Insured Municipal Bonds Make Sense Today
Advisor Marketing19 hours ago
Why You Should Treat Your Content Like Atoms in Financial Services
Development3 days ago
Do You Understand the True Value of Advice?
Advisor Marketing3 days ago
How Often Should Financial Advisors Blog?
Leadership3 days ago
The Hidden Leadership Problem with Passion
Development4 days ago
Changing Forward Means Silencing Your Inner Gremlins
Research4 days ago
Please Don’t Buy the Dip in Nvidia or Other Chip Stocks