Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , April 3-7, 2017
Click the headline to read the full article. Enjoy!
1. How You Can Attract UHNW Clients Within the HNW investor niche, their needs include estate and tax planning, wealth management advice, family governance advice, and philanthropic planning. —
James PollardHow can you become sure you’re among the 34% of advisors who create relationships that help retain assets across generations? —
Laura McCarronIf you understand the purpose of including alternatives in your investment portfolio — seeking improved risk-adjusted returns — you almost certainly understand that your chances of predicting when markets will move up or down is slim to none. —
DirexionBeing bold and showing courage can be scary. Yet it is precisely this behavior that enables you to move forward, because history shows us that those with the guts to step forward and lead change are the winners when things turn around. —
LaRae QuyAt Russell Investments, we have attempted – this year again – to estimate the value of an advisor. In 2017, we assess the value of an advisor to be approximately 4.08%.
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Brad JungIf you’re superstitious, and even if you’re not, you’ve probably heard an axiom or two about bad things and the way they unfold. —
Alli PolinOne thing that has always interested me is the number of companies I’ve worked with that are bullish on Facebook and believe it to be vital for their business, yet are bearish on Twitter and question if Twitter adds any value to their business. —
KP KellyHow’s asking been working for you? Have non-client referrals become your lifeblood or are they sucking up your time and spinning you in circles? —
Rochelle MoultonHave you ever been taken for granted? Can you describe the emotion? Does it make you feel unimportant, small, resentful, angry, and indifferent? —
Jeb BlountThere are definitive correlations between doing something different and taking potential risks, and finding more success. Have you counted the number of times you have gone outside of your comfort zone each day or each week? —
Maribeth KuzmeskiToday is April 1st, April Fool’s Day, and yes, the title is a hoax. To my knowledge there is no organization known as the Council of Leading US Economists, or C.L.U.E. for short, which projects the Dow to reach 50,000 during the Trump presidency. —
Preston McSwain