Viewpoints | Iris

Viewpoints

What, Exactly Does "Undue Influence" Mean?

This Is Why We Desperately Need Cut the CRAP

Gratitude and the Mamba Mentality

The Creative Value Of Open-Mindedness

Feb 27, 2020 by Paul Taylor

Future ready organizations will be ones that maintain an inquisitive and outward-looking nature searching for new influences. #innovation

Is Crypto in Your Advisor’s Vocabulary?

Feb 27, 2020 by Nicholas Stuller

If your financial advisor isn’t well-versed in cryptocurrency, it may be time to look around for one who is knowledgeable. #cryptocurrency

The Importance of an Orderly Financial House

Feb 26, 2020 by Al Emid

There solid reasons for getting your financial house in order, keeping it intact and doing everything possible to improve it. #finance #investing

How to Madoff-Proof Your Portfolio

Feb 26, 2020 by Nicholas Stuller

Most investors at some level fear being the victim of a scam or Ponzi scheme and losing some or all of their investments and retirement security.

The Retirement Mindset: Five Elements Of Financially Flourishing

Feb 25, 2020 by Danielle Howard

To expand from functioning to flourishing, you need to step out of your comfort zone and re-script the narrative of retirement past. #retirement

How to Understand ESG Without Being an Expert

Feb 25, 2020 by Scott Krase

Companies that use ESG standards are more conscientious, less risky and are more likely to succeed in the long run. #EGS #investing #success

Hiring Older Workers: Reasons To Close The Gap

Feb 25, 2020 by Denis Wuestman

In the US, there are now more jobs than people looking for work and this situation is no different in Canada. #workforce #employment #jobs

Risk Can’t Be Measured Because It’s Invisible

Feb 25, 2020 by James E. Wilson

Most investors, (and many advisors too), think of investment risk as something that can be precisely measured. I disagree. #risk #investing

How to Deal with the Stress of Being a Financial Advisor

Feb 24, 2020 by Guest Contributor

71% of advisors have experienced moderate or high levels of negative stress, compared to 63% of investors. #wealthmanagement #finance #advice

Is Moving Closer to Your Kids and Grandkids the Right Leap?

Feb 24, 2020 by Lauren Klein

Walking through the following questions together helps get them thinking about every aspect of the decision of moving closer to children. #retirement

What Are You Missing by Going Fast? The Power of Pressing Pause

Feb 24, 2020 by Paul Laughlin

In your leadership, or working life, what are you doing on autopilot? What are you doing fast but mindlessly? I encourage you to pause right now. #pause

The Most Common Question I Get as an Advisor

Feb 18, 2020 by Bryan Sarff

The Most Common Question I Get as an Advisor

The Facts About Life Insurance Premiums

Feb 18, 2020 by Brad Cummins

The Facts about Life Insurance Premiums

What to Do If You Have a Heavily Concentrated Position in Real Estate

Feb 18, 2020 by Jim Black

Real Estate

The Rewards of Facing Reality

Feb 18, 2020 by Achim Nowak

The Rewards of Facing Reality

Is Your Estate Plan Public or Private?

Feb 17, 2020 by Copper Beech Financial Group

Is Your Estate Plan Public or Private?

Selling your Business to a Third Party

Feb 17, 2020 by Darryl Smith

Selling your Business to a Third Party

4 Steps to Avoid the Commoditization Trap and Justify Your Fees

Feb 17, 2020 by Don Connelly

4 Steps Advisors Can Avoid the Commoditization

What's Your “Enough" Number?

Feb 14, 2020 by Mary Beth Storjohann

What's Your Enough Number?

Financial Advice for Career Shifters

Feb 14, 2020 by Michael G Rivas

Financial Advice for Career Shifters

This Is How to Develop the Best Strategic Plan

Feb 13, 2020 by Roy Osing

This Is How to Develop the Best Strategic Plan

Getting on a Glide Path to Prepare for the Big Day of Retirement

Feb 13, 2020 by Al Emid

Getting on a Glide Path to Prepare for the Big Day of Retirement

This Is What Happens When You Rush the Hiring Process

Feb 13, 2020 by Jennifer Goldman

This Is What Happens When You Rush the Hiring Process

Immediate Annuities May Fit Into Retirement Plans

Feb 12, 2020 by Rick Kahler

Immediate Annuities May Fit Into Retirement Plan

5 Ways to Avoid Bankruptcy With Your Business

Feb 12, 2020 by Guest Contributor

5 Ways to Avoid Bankruptcy With Your Business

Innovation Is Not Just Technology, It's People!

Feb 12, 2020 by Jeff Rubingh

Innovation Is Not Just Technology

Have You Done Due Diligence on Your Financial Advisor?

Feb 12, 2020 by Nicholas Stuller

Have You Done Due Diligence on Your Financial Advisor?

Market Bounces with Good, Bad, and Ugly Headlines

Feb 12, 2020 by Eric Kuby

Market Bounces with Ugly Headlines

A Whole New Way to Find Your Cash Rich Niche

Feb 11, 2020 by Guest Contributor

A Whole New Way to Find Your Cash Rich Niche

The Waterfall Effect .. Or The Delicate Art of Creating Alignment

Feb 11, 2020 by Achim Nowak

The Delicate Art of Creating Alignment

How to Start Living in Your Optimal Financial World

Feb 11, 2020 by Timothy Scannell

How to Start Living in Your Optimal Financial World

Top 10 Words For Your Financial Future

Feb 11, 2020 by James E. Wilson

Top 10 Words For Your Financial Future

Does The World Really Need ANTs (Active Non-Transparent ETFs)?

Feb 11, 2020 by Guest Contributor

Does The World Really Need ANTs

Six Strategies to Strengthen Your Digital Marketing

Feb 10, 2020 by Dan Sondhelm

Six Strategies to Strengthen Your Digital Marketing

5 Ways Alternative Medicine will Shape the Wellness Industry in 2020

Feb 10, 2020 by Guest Contributor

5 Ways Alternative Medicine will Shape the Wellness Industry in 2020

Your Credit Score May Be Changing AND Why It Matters

Feb 10, 2020 by Lauren Klein

Your Credit Score May Be Changing

10 Ways How Technology Is Impacting Modern Education

Feb 10, 2020 by Guest Contributor

10 Ways How Technology Is Impacting Modern Education

Is It Time to Sell the Family Farm? Passing Down Your Business

Feb 10, 2020 by Darryl Smith

Is It Time to Sell the Family Farm?

Five Personal Questions Older Advisors Need To Ask Themselves

Feb 10, 2020 by Carolyn Rosenblatt

Five Personal Questions Older Advisors Need To Ask Themselves

Coronavirus Has Markets on Edge but …

Feb 07, 2020 by Bryan Sarff

Coronavirus Has Markets on Edge but …

Avoiding a Retirement Landmine in 3 Steps

Feb 07, 2020 by Matt Miller

Avoiding a Retirement Landmine in 3 Steps

People Aren't Sick Of Change. They're Just Sick Of Change Programmes

Feb 07, 2020 by Paul Taylor

People Aren't Sick Of Change

If Your Policies Are Helpful Amazing Things Happen

Feb 06, 2020 by Roy Osing

If Your Policies Are Helpful Amazing Things Happen

The AI Trajectory: Fear of Singularity

Feb 06, 2020 by Guest Contributor

The AI Trajectory

Helping Your Employees Reach Their Potential

Feb 05, 2020 by Guest Contributor

Helping Your Employees Reach Their Potential

Should Security Deposits Be Illegal?

Feb 05, 2020 by Rick Kahler

Should Security Deposits Be Illegal?

Is Cryptocurrency the Investment for You?

Feb 05, 2020 by Nicholas Stuller

Is Cryptocurrency the Investment for You?

Trending