Trending
Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , October 2-6, 2017
Click the headline to read the full article. Enjoy!
1. What Makes Advisors Referable?
Referrals are not the result of a single activity. In fact, financial advisors compromise their ability to retract referrals by approaching it tactically. — Stephen Wershing
2. Get Out And Make More Mistakes
My advice to staff and advisers alike may seem odd….”get out and make more mistakes” Dangerous advice! Reckless even perhaps… However it is the best way to grow. — Tony Vidler
3. Understanding ETFs Without Being An Expert
What is an ETF: 101? That is a simple question, but the problem is when you ask investors who are 50+, the reality is they don’t know and haven’t received the basic communication they desperately need from advisors. — Scott Krase
4. Not So Modern Times: The Backwards Thinking of Charlie Chaplin and Jeremy Corbyn
The fear of change is nothing new. Charlie Chaplin’s classic film Modern Times—one of the last silent films of the era—is perhaps the most famous critique of technology and its perceived impact on modern society. — Richard Lightbound
5. Are you ALL IN?
Here’s the point. When we are building a business, and we have put our name, and assets, behind it, there is only one acceptable outcome. — Paul K. Bates
6. Seeking Yield? Consider Adding an Ultra-Short Income ETF to the Mix
In today’s rising interest rate environment, managing your clients’ need for income can be challenging and extremely frustrating. — Richard D. Steinberg
7. What Are the 3 Words That Describe Your Company? And Why That Matters
I want you to pull out a piece of paper and write down three words you would want your customers to say about you after they have done business with you. Let me share some examples to start your creative process. — Shep Hyken
8. Stranger Danger! 5 Easy Ways to Start Protecting Yourself (and Your Clients) From Cyber Attacks
“Hacking” is nothing new. That’s the first thing to remember. The second thing to remember is this: you will be hacked—it’s only a question of when. — John Visack
9. 5 Ways to Get a Prospect to Invest With You
Telling someone to invest or think long term is like telling someone to be patient. And telling someone to be patient simply doesn’t work. Instead you need to ‘teach’ prospects what long term investing really means. — Don Connelly
10. What Advisors Should Know About Illiquid Investing
More advisors are considering illiquid investments like private equity funds for the enhanced return potential, but a number of perceived obstacles still stop many advisors from taking action. — Hannah Shaw Grove
11. Fixing the Smallest Issues Can Drastically Change Your Business
This story emphasis three critical questions leaders need to ask in order to move on during change and difficulties and get different and better outcomes. — Tony DiLeonardi