Here’s a look at the 20 Most Popular Articles of the Summer on Advisorpedia . Click the headline to read the full article. Enjoy!
Personal and professional development help ward off negative thoughts that prevent us from taking steps towards self-improvement. Here are 20 ways you can take control, improve your reputation and performance at work, and reach new skill levels and professional development. —
Michelle MosherIf you want to build wealth, your best investment is being the best you that you can be. That means getting enough sleep, eating well, not abusing drugs and alcohol, and working hard. —
Damon GonzalezOur habits play a crucial role in our ability to meet our goals and become who we want to be. Bad habits — whether it’s biting our nails, overeating, smoking or something else — create roadblocks on the path to becoming our best selves. —
Brad ShermanEveryone in financial services understands that advisors generate 75-90% of all their new business from referrals. That doesn’t mean they’re generating enough revenue however, as most advisors will tell you they want more referrals, more leads, more clients. —
Kirk LoweThe decision to leave the EU is a tremendous one for the British people. The UK accounts for 13% of the EU’s population and about 15% of its economic output. To put this into perspective, Brexit would be akin to the entire Northeast region of the United States. —
Dr. Sonu VargheseIn the wake of the DOL's announcement of the new fiduciary rule, many advisors were left asking--how is it going to effect me? Check out 10 things you didn't know about the DOL's new rule. —
Carolyn Rose KickHow many people think that in our lifetime we will never see another Lehman Brothers? Despite the optimistic forecasts that economists are gleefully singing based upon positive jobs and GDP data, the system is still broken. Leverage is still spectacularly high both here and in Europe. —
Sara GrilloThe following questions were raised to us about the new DOL Fiduciary Rule. We cover the DOL Fiduciary Rule in more detail in a previous post, but we thought we'd share. —
Christopher WinnUnder the Department of Labor’s new fiduciary rule, financial services providers are required to acknowledge fiduciary status for themselves and their advisors when giving retirement advice. —
Marie DzanisIf you want to take on Millennials as clients, you may want to act fast. Robo-advisors pose a significant threat to your market share, particularly within the millennial sector. —
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Financial advisors work diligently to help seniors achieve post-retirement safety and security. But there is one area of financial planning that has become so great a concern it has, literally, been labeled an American “crisis”: The Long-Term Care Crisis. — Michael Freedman
I get quite a few chuckles from people who write about mental toughness when all they have to cite are statistics that come from other people’s experiences. Rare is the person who writes about how to be mentally strong from personal experience. —
LaRae QuyTechnology 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 KickAlthough recent interest in factor-based investing would lead one to believe that this is a new-fangled trend, the truth is factor-based investing has existed for decades. In fact, it has been a key component in the stock selection framework of active managers for years. —
Nasdaq Global IndexesBrace yourself: Chances are that the steps required to meet the terms of a divorce agreement will leave you and your ex-spouse confused, frustrated, and still adversarial. —
Lili VasileffOnce You Break Free of the Wirehouse, You Need to Run From the Platforms and Aggregators, Too! There is always a dark side to success. —
Matt SonnenHaving so many of our wants satisfied immediately has made us even less patient and that makes investing all the more difficult. Warren Buffett famously said “The stock market is a highly efficient mechanism for the transfer of wealth from the impatient to the patient. —
Damon GonzalezBe different. Think different. Act different. It seems everyone’s mantra these days has something to do with being anything but traditional. And for good reason. In such a fast-shrinking world, there’s more of just about everything. More people. More products. More competition. —
Mark PetersenIf I was asked to give only one idea to build and scale a financial advisory practice, this would be the idea. —
Grant HicksAs a financial advisor, you would think I’ve seen a million definitions of retirement. What’s surprising to me is that I haven’t! —
Lauren Klein Go Fall!
