Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , January 2-6, 2017
Click the headline to read the full article.
Enjoy!
Don’t fool yourself by thinking you can effectively change everything at once. Instead, take this approach to succeed sooner. Bonus: you can then coach your clients to do this, too! —
Paul KingsmanGo spring. Leap out of the gate and make 2017 a brilliant year. And ask yourself, so where are MY quiet places? Not the ones you go to on vacation or during the holidays. No, the ones you go to every day. The ones that fuel your daily impact in the world. Some places to consider ... —
Achim NowakThere will be many reasons for investors to be cheerful in 2017. However Donald Trump’s policies and the Fed’s reaction to their impact will present the biggest risk next year. In addition, the forthcoming elections in France and Germany, and further movements in oil prices will also present risks for investors in 2017. —
Nigel GreenSome of Donald Trump’s plans for the US economy may provide a big boost for small stocks. We think there are five compelling reasons for investors to take a closer look at this segment of the market. —
Alliance BernsteinAs the author of the Old Testament book the Song of Solomon penned many years ago, "There is nothing new under the sun." Humbling as it is, there is very little financial advice I’ve written about in this column for 25 years that is really proprietary. Many other personal financial advisors and authors intuitively embrace the same principles as I. —
Rick KahlerContent rules marketing. I’ve written on ways to create content, how important is to generate leads and how content transcends marketing. Essentially, content is marketing. And if you find it difficult to produce content, you’re behind the eight ball. —
Kirk LoweHaving spoken to literally hundreds of clients of Financial Advisers this year myself, I feel confident in writing this list of the most common traits that your clients want from their Financial Adviser and this really applies to both attracting new clients as well as retaining existing clients. Check out the list and see how well you display the traits. Is there room for improvement? —
Rachel StaggsWhere is Your Focus? We are closing in on a decade since the 2007-2009 stock market “meltdown”. Rarely a week goes by that someone I encounter doesn’t refer back to 2007-2009 as a period where they “lost 50%” on their investments. Indeed, the S&P 500 Index declined by 57% from the peak in October 2007 to the bottom in March 2009. —
James E. WilsonAs the lead behavioral investigator at the Science of People, I love writing and researching human lie detection, nonverbal communication and human behavior, but I also have an amazing community of fellow authors and writers with my passion and I wanted to give them a shout out. —
Vanessa Van EdwardsWe are big fans of advisors using a risk tolerance questionnaire. However, there are so many to choose from so how do you decide WHICH questionnaire to use? —
Jennifer GoldmanWhen you are an outsider looking in, you have the power of perception on your side. This I know from experience: as a former litigator turned CEO of a financial services firm, I think about my business in a different light than people who have worked on Wall Street for their whole careers. —
Elliot Weissbluth
