Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , May 16-20, 2016 . Click the headline to read the full article. Enjoy!
“Only 9% of consumers would go to a financial planner for retirement planning” “12% of consumers would seek investment advice from a financial planner" Wow. What on earth do consumers think financial planners actually do? —
Tony VidlerFor decades, dividend income has been a crucial component of a stock investor’s total return, often trumping capital appreciation in volatile markets. In this recent environment of falling yields on bonds with interest rates at or near zero, dividends are especially valued. — Shundrawn Thomas
Every time you say yes to a new client or prospect, who does not meet your ideal client criteria is costing you, not generating revenue. Think of the time it is taking away from ideal clients, and even your personal time, family and health. —
Grant HicksWell, there is one factor that is being overlooked: human emotion. People are emotional about their money. What may seem like a good idea on paper can be seen in a different light when it has a real impact on your real life. —
Sara GrilloThe wealth management industry is undergoing a rapid change, with the most recent being the new DOL fiduciary rule positioned to transform the way the financial industry delivers investment advice. —
Thomas PhelpsNetworking, in essence, is not exactly about who you meet in your networking activities – it’s about who they know. And it’s about sharing who you know with them. —
Maribeth KuzmeskiWhen shopping for financial advisers, you need to investigate their education, niche, process, compensation structure, and experience to see whether they are a good fit for your needs. —
Rick KahlerAvoid these pitfalls of coaches and consultants who want to build thriving practices but are consistently losing potential clients and falling short of their goals. —
Alli PolinMany investors want to participate in the wealth-building potential of the stock market, but seek a solution that will dampen downside volatility relative to the overall market. — Denver Investments
At what point did making non touch-typists input file notes into a computer system ever sound like a good idea? —
Stewart BellMoney has always been a ‘touchy’ ‘emotional’ subject. Whether discussions resolve around – making it, losing it, sharing it, incorrectly quoting about it i.e. “money is the root of all evil” —
Hugh Massie