Most Read IRIS Articles of the Week (November 7-11)

Here’s a look at the Top 11 Most Viewed Articles of the Week on , November 7-11, 2016.

Click the headline to read the full article.


1. Recapitalize Your Client Relationships

As an advisor, you may know the challenge of working an older or new book of business: Perhaps some time has passed since you last spoke and you want to reconnect – but not sure of how to reconnect productively. — Austin J. Barnes

2. Presidential Elections and the Market: a Look Beyond November 8th

Historically, elections are market incidents not frequent accidents. While it’s easy to assume that political uncertainly always wreaks havoc on the market, and indeed elections do increase volatility relative to non-election years, there’s little in history to suggest a havoc mandate. — Nasdaq Global Indexes

3. Should Financial Advisors Stop Selling Service?

Professionals sell time and knowledge primarily, however our dilemma is that in order to escape the transactional nature of simply selling units of time we promise to provide an ongoing service. — Tony Vidler

4. Digesting the Impact of the DoL’s New World Order on Recruiting Deals

The days of high water mark transition deals have come to an end. Even if some firms choose a less risk-averse interpretation of the DOL’s intent, and thus take a more gradual approach to terminating back-end revenue and asset bonuses, it would likely be just a temporary measure. — Mindy Diamond

5. The Great Broker-Dealer Chasm of 2017

How can an advisor be compliant without being fully digital? How can a Broker-Dealer protect the advisors they support and their clients if all that exists are verbal agreements and a manual paper trail? — Tom Embrogno

6. How to Quickly Connect at the First Meeting With a Potential Client

A first meeting with a prospect is a lot like a first date. You want to impress, but not necessarily commit yet. What should you say? — Paul Kingsman

7. 4 Qualities That Sets Successful People Apart

As successful leaders, entrepreneurs, and business owners, your ability to make decisions and execute is the lifeblood of your organization. As such, you need a mindset that says, “Grit up and make it happen.” — LaRae Quy

8. The DigitalPlus Advisor: Bracing for the Waves of Change

There has been an endless stream of synonymous terms created to describe advisors who leverage technology to provide online advice. — Craig Iskowitz

9. Facebook Live: The Future of Marketing For Financial Advisors?

It is still early, but even Facebook itself is surprised by how well Facebook Live has taken off. According to Facebook, People comment on Facebook Live videos 10x more than regular ones — Samantha Russell

10. 4 Year-End Tax Strategies You Should Consider Now

Spending a few hours in the fourth quarter doing year-end tax planning can be time very well spent. There are some tax strategies that have to be implemented before the calendar changes and knowing your tax liability early gives you more time to plan. Here are four strategies to consider. — Damon Gonzalez

11. 6 Retirement Moves to Make in Your 30s

By the time you’re in your 30s, you should be on the road to building a solid financial future for yourself. If you’re not quite there yet, don’t fret. — Mary Beth Storjohann