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Most Read IRIS Articles of the Week: June 4-8


Most Read IRIS Articles of the Week: June 4-8

Here’s a look at the Top 11 Most Viewed Articles of the Week on, June 4-8, 2018

Click the headline to read the full article.  Enjoy!

1. Seven Ways to Become a Valued Resource to Your Network of Professionals

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

2. Run Your Business Every Day as If You’re Selling It Tomorrow

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

3. Remodeling Portfolios to Shift Growth to Income

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

4. 3 Ways to Generate Valuable Prospect Leads

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

5. Entrepreneurial Success is All About the Right Mindset

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

6. 5 Ways to Use Animated Videos to Boost Engagement

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​​​​​​​

7. Six Hacks to Automate Your Financial Life

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

8. What Most Advisory Firms Get Wrong in Customer Experience

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

9. When Clients Won’t Make Decisions

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

10. Is It Still About YOU?

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​​​​​​​

11. What’s In A Value Proposition?

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​​​​​​​

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