Trending
Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , April 9-13, 2018
Click the headline to read the full article. Enjoy!
1. W hy Do Clients Get So Angry at Me When They Lose Money?
When markets decline, clients lose money. Their statement values decline. As their advisor, you tell them to focus on the long term, but they often stay angry. — Bryce Sanders
2. Dispelling the Myths of ETF Liquidity
There’s no doubt about it: ETFs can be powerful investment tools. And yet, because ETFs are relative newcomers to the market, many investors are still struggling to understand when, how, and why to use them as part of a strong investment strategy. — IndexIQ
3. Are You an Advisor Who Thinks This Is Weird?
Recently, an advisor who was taking our course on prospecting, “The Art of Acquiring Female Clients” told us he was struggling with the notion of calling a woman to congratulate her on a promotion and, he asked us when, in that conversation, should he tell her what he did for a living. — Paulette Filion and Judy Paradi
4. Market Volatility Reveals Communications Challenge for Investment Managers
The seismic market events of the last two months should be a stark reminder to investment management firms that having a well-conceived communication plan at the ready is essential if they want to differentiate themselves among anxious f inancial advisors. — Dan Sondhelm
5. The Reality of a Million-Dollar Retirement
Retiring on a million dollars. The idea may evoke images of lavish retirement homes or luxurious travel. But let’s take a closer look at the real lifestyle that $1 million of retirement savings will afford. — Rick Kahler
6. The Uncomfortable Truth About Success
When we aren’t making progress on a meaningful goal, the default suggestion seems to be some version of the Nike tagline ‘just do it’. It makes sense. If we know what we want and how to get there, then we just need to focus on taking action, right? — Julie Littlechild
7. Use Your Story to Connect
Letting prospects hear your succinct story is a valuable step in building relationships. — Paul Kingsman
8. 6 Personal Finance Apps That Help You Reach Your Financial Goals
Everyone who's into managing his or her personal finances with the help of an app has heard about Mint, which currently ranks No. 24 among all free apps in the Finance category that can be downloaded from the Apple iOS Store ... — Marguerita Cheng
9. Why Tech-Fins Could Be the Challengers to Big Banks
Google, Amazon and Facebook (GAF), to name a few, could become significant in the retail banking space; where decreasing consumer loyalty is driving firms to become more customer-centric, in a bid to improve retention. Whereas Fintechs don’t have the size or capital endowment to seriously threaten the big banks, Tech-fins certainly do. In this case, size very much matters. — Ryan Bright
10. 'Smart Money' Chases Performance Too
A recent article in the Wall Street Journal discusses the many redemptions of Bill Ackman's Pershing Square hedge fund. What is interesting is that those requesting redemptions are institutions. — Jay Mooreland
11. 8 Ways to Guarantee Entrepreneurial Success
As an entrepreneur, you can be both your own best friend and your worst enemy. Bouncing back and forth from being confident and savvy to doubting your every move is not uncommon for most business owners looking to reach their entrepreneurial dreams. — Mandy McEwen