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Most Read IRIS Articles of the Week: May 29 – June 2


Most Read IRIS Articles of the Week: May 29 - June 2

Here’s a look at the Top 11 Most Viewed Articles of the Week on, May 29 – June 2, 2017 

Click the headline to read the full article.  Enjoy!

1. Advisors: Client Focus or Compliance Focus?

I support a compliance focus 100% ….but I support a client focus 100% too. All too often it is impossible to achieve 100% for both simultaneously though. Where does a professional compromise? — Tony Vidler

2. Five Things People Really Want From Financial Advisors

I recently had a chat with someone who handles the hiring, training, etc. for a very large financial services company. He expressed concern about the high turnover rate among his company’s financial advisors. This is a company that has probably put MILLIONS of dollars into training their people and they still get mediocre results. Why? — James Pollard

3. 5 Smart Money Moves To Make Before Summer

When thoughts of vacation and beach come floating across your mind, chances are thinking about your financial life is at the bottom of your priority list. And why would it be anywhere else? — Michael Kay

4. The #1 Selling Mistake Keeping Advisors From Earning Serious Money

Do you know what the future state of our industry looks like? Are you aware of the emerging technologies that support those trends? Figuring this out is more art than science, but I will let you in on a little secret… it’s not always about reinventing the wheel. To find the answer, take a look at what successful salespeople are doing in other “tech forward” industries. — Jimmy Lyons

5. Can You Invest Ethically and Still Reach Your Own Financial Goals?

Socially responsible investing, or SRI, goes by a lot of names. You can refer to it as “investing ethically.” Or you may call it sustainable investing, or even impact investing. — Mary Beth Storjohann

6. Opportunities in Small Caps: Consider Using a Multi-Factor Approach to Gain Exposure

As the market skitters across the top of a very long bull market and interest rates continue their slow and steady rise, investors who want to stick with equities face an important question: What steps can I take today to help improve the position of my client portfolios—regardless of when (not if) the market turns? — Salvatore Bruno

7. DOL Fiduciary Rule’s Impartial Conduct and Best Interest Advice Standards in Effect June 9!

Over the long term this should mean you end up with more money in your retirement nest egg.  This includes … — Kathleen McBride

8. Control Your Daily Destiny by Owning the First 20 Minutes of Each Day

I’ve always encouraged clients, readers and audiences to control their daily destiny by owning the first 15 to 20 minutes of each day before they “officially” start – you know, answering e-mails; text messages and responding to missed calls. — Chris Ruisi

9. From Chaotic Picasso to Marketing Masterpiece

It has been said that marketing is an art as much as a science. Take for example Pablo Picasso, the great artist who popularized Surrealism. His works were beautiful collages, so powerful that they brought to life an entire genre, a new idea that hadn’t existed in the world as a real concept until he made it so. — Sara Grillo

10. Why Your Business is a “Who” And Not a “What”

What cognitive scientists have learned about how our customers perceive businesses, and what that means for those who lead them. — Haley Boehning

11. Strategic Beta: How to Build a Better Index

With the global economy warming up, but political uncertainty remaining a constant, it’s more important than ever for investors to position their global portfolios to navigate long-term market volatility. — Yazann Romahi

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