Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , August 28-September 1, 2017
Click the headline to read the full article. Enjoy!
Highly successful financial advisors do things differently than their less successful peers. Tap into what they do differently in these 7 traits. —
Annette BauContinued low yields and the risk of rising interest rates mean fixed income investors are continuing to broaden their search for income and total return.
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Nick GartsideWe all started out in this industry with clarity, focus and, if we’re honest, significantly more energy than we have today. —
Julie Littlechild Every advisor knows that referrals are the golden key to growth. That’s particularly true when it comes to your affluent clients whose personal recommendations can have the power put your AUM into hyperdrive. — Laura McCarron
I interviewed a random group of affluent investors about what they feel they need from a financial advisor, at the same time as surveying a random sample of financial advisors about what they feel their clients need from them. —
Sara GrilloIf you subscribe to the bearish view and believe a correction is coming in stocks, you are probably in a bit of a quandary about what to do about it: do you get out of the market completely or get even more aggressive and short some stocks that have big run-ups in price? —
Bill AchesonFor over 40 years, Diversified has provided financial planning in Wilmington, Delaware. Fortunately, that has given us a heavy concentration of DuPont executive clients. Even though we’ve seen acquisitions and spinoffs through the years, each one is slightly different. —
Andrew RosenEvery advisor knows that volatility can wreak havoc on your clients’ psyches, and managing this “risk” or “sleep factor” can be challenging. —
Chris BuckAnyone with children knows how challenging it can be trying to figure out
why they do what they do. As a parent, I’ve certainly spent a good deal of time thinking about what my kids are up to and trying to anticipate their next step – always with the goal of steering them in the right direction! —
Ned DaneSome say 9 out of 10 new businesses fail. Others say 50% will not make it 5 years. Ignore the precision of the numbers and you are left with the inescapable conclusion that when you start a business there is a very good chance you will fail. —
Roy OsingLast week I was getting a drink when a colleague asked me “So, you busy as usual?” I took a second to avoid my kneejerk affirmative response and went for it: “No – we’ve decided to slow down. Give ourselves some time to really think about things”.
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Paul Taylor