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Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , November 6-10, 2017
Click the headline to read the full article. Enjoy!
1. The Crash of ’87 and What It Means for You
The New York stock market crash of 1987 happened 30 years ago when, on October 19, the Dow Jones Industrial Average (DJIA or the Dow) plunged by a then-record 508 points—a 22% decline in the index. — Brian Levitt
2. 5 Reasons Clients Leave Their Financial Advisors
As with a lot of things in life, being a financial advisor is more or less about doing things that shift the odds in your favor. I figure that if you can avoid making mistakes, you can greatly increase your chance of success. — James Pollard
3. Investing in Robotics? Follow These 5 Simple Rules
It seems everyone wants to jump on the robotics bandwagon these days. It’s no surprise. Robotics, automation, and artificial intelligence—or RAAI—includes many of the most exciting companies in today’s universe of emerging technologies. — Richard Lightbound
4. Advisors and Clients Are Not Prepared for a Market Correction
If you were around in 2008-2010 as a financial advisor and a client, remember what the conversations were like and how long they took with people worried about their future. Because we have not seen a major correction since then, financial advisors forget how much time it took to have discussions, rebalance portfolios if necessary and manage future risks. — Grant Hicks
5. The #1 Marketing Tactic of Top Advisors
It's important when developing your brand and business to capitalize on small markets, whether its government employees, blue collar business owners, or adventure junkies, cartering your brand to your ideal clients is the best way to get them through the door. — Kirk Lowe and Matt Halloran
6. Is Courage Holding You Back From Making a Move? Think Again
We’ve all been there many times in our lives: The moment where you need to make a critical decision that can alter everything from that moment on. Your mind and heart race to the point where you feel like you’re about to explode. Then one of two things happens ... — Mindy Diamond
7. Your Financial Future Depends Upon Asking the Right Questions
Transitions between different phases of life often reveal more questions than answers. For high income earners, these transitions can be periods of opportunity but also present significant dangers if smart decisions aren’t made. — James E. Wilson
8. When Clients Cohabitate, It's Time For "The Money Talk"
Every advisor has seen it. A client announces the great news: he or she is moving in with a “significant other” and the couple can’t wait to begin a new life together. — Laura McCarron
9. The 7 Steps to Negotiating a New Car
We all know that uneasy feeling of going into the car dealership to purchase that brand new car. You’ve got your best game face on; you’re prepared for battle. You tell yourself you are not walking out of there unless you’ve got the best deal possible. Then BAM! — Andrew Rosen
10. Don't Sell SRI Funds Until You Read This!
If you are already selling SRI funds or if you are considering it – good for you! But if your client base is mostly comprised of men – there is a good chance that it may be a harder sell. — Paulette Filion and Judy Paradi
11. 5 Tips to Help Your Clients Turn Business Travel “Lemons” into Lemonade
As an advisor, your goal is to help your clients become more financially secure. At the same time, you hope to give them peace of mind and, ultimately, make their lives better and easier every day. — Merriah Harkins