Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , May 30-June 30, 2016 . Click the headline to read the full article. Enjoy!
We’ve all heard the mantra: “Location, location, location!” When buying an investment property, a great location is often considered the #1 rule for success. But as we’ve all seen in that late night, a drag-out game of Monopoly, location certainly isn’t the only factor at play. —
Michael G RivasWho says municipal bonds aren’t sexy? They were the top fixed-income asset class of 2015, compared to U.S. Treasuries and corporate bonds, and they even outperformed the S&P 500 Index. Still not convinced? Check out the following ways short-term munis can make you scream “Oh yes!” —
Frank HolmesTechnology is becoming a key component to any successful RIA firm. Using technology can streamline your operations work, enhance your client experience, and ultimately help you sign more prospects. But there are +100 advisor-focused technology solutions on the market! Considering which technology to invest in can be a daunting task. —
Carolyn Rose KickThe case is made that Financial Advisors have never been more important and worth paying for — but they have to be able to tell consumers why. Bill Crager and Jay Hummel have built a wonderful guide for today’s financial advisor to do just that. —
Douglas HeikkinenHave you ever had to find yourself a Financial Adviser? Perhaps a silly question because you are probably a Financial Adviser reading this blog post! However, think for a moment, if you weren’t an Adviser and you started looking for one, how would you know if you could trust someone else or not? —
Rachel StaggsJust as there’s been a shift in the
generational attitude of the advisor workplace – changing how and why people will invest as more millennials enter the market – there’s been a shift in the way people view the idea of teamwork. Whether you run your own practice or collaborate with fellow advisors, most people have been on both teams that work and teams that don’t work. But we now have a better idea of what makes a team work—and it may not be what you think. —
Thomas PhelpsAs an advisor, your goal is to help every one of your clients achieve their financial goals. While that rarely (if ever) includes sifting through old attic treasures, you have a handful of strategies and a variety of assets to help your clients grow their nest eggs to support a long, happy, and (hopefully) well-funded retirement. — Michael Freedman
One of the most successful financial advisors we know doesn’t get better results or give better advice than his colleagues – yet his practice continues to grow exponentially. Why? Because he is great at selling and he focuses his efforts on women. —
Paulette Filion and Judy ParadiPassion gives people a single-mindedness that we do not see in others. It is a combination of ambition, willpower, and grit that keeps long-term goals in focus at all times. —
LaRae QuyThe smart beta is actually an umbrella term for investment strategies that utilize alternative methods to construct indexes as opposed to traditional market capitalization weighting. Smart beta emphasizes various investment factors or characteristics in a rules-based and transparent way. Such strategies are often called multifactor investing. —
Shundrawn A. ThomasDo you really know what your clients want? A classic mistake that professionals tend to repeat is assuming that their clients all want the same thing, which coincidentally is the very thing that the professional specialises in. There are usually 2 things wrong with this assumption ... —
Tony Vidler
