Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , November 20-24, 2017
Click the headline to read the full article. Enjoy!
1. Robo Advising and The Death of the AUM Business Model for Independent Financial Advisors
The canary has died... Recently, one of my clients shared with me that their Broker/Dealer had created their own 'robo advisor' platform to help them compete with the likes of Schwab, Scotttrade et al. My response was grim: "They just committed professional suicide." — Mike Garrison
2. Epigenetics: Predicting Mortality and the Potential Effect on the Life Insurance Industry
Most people have heard of genetics. It has received a lot of attention, especially since the race to sequence the first human genome first began. The ongoing discussion on the use of genetic testing for life insurance has re-emerged in recent months. — Brian Chen
Financial advisors who are interested in learning more about Epigenetics can register for the Thursday, December 7th webcast here .
3. How to Create Balance Between Money for Today and Money for Tomorrow
Optimal planning requires a balance between money for today and money for tomorrow. Structure and discipline are necessary to implement this balance. — Justin Bennett
4. Cyber Monday, Ecommerce, and the Fantastic Growth of Robotics
Anyone who shops—for anything at all—is well aware of the tremendous rise of ecommerce. It’s been a fast and furious two decades of constant adoption and escalation, and all fingers point to exponential growth to come. — William Studebaker
5. How to Be More Creative, Innovative and Confident
Over the years, I’ve coached senior executives, led workshops for leaders at all levels and most recently ran a leadership program for 5th graders at a local primary school. While the complexity of their lives and responsibilities varied widely, some of the core issues that emerged were common . — Alli Polin
6. The Benefits of Small and Local Marketing Campaigns
I’ve just finished working on a campaign for a Financial Adviser, and the results were terrific. I’ve asked the Adviser if we can share the campaign because it might work for you too; it’s a local area marketing campaign. — Rachel Staggs
7. Succession Planning Helps Businesses Build Value
In this series of posts, we’re discussing the creative, but all-too-common, objections owners make to regarding Exit Planning. Excuse #1: “There’s no reason to plan my exit until I’m ready to leave.” Excuse #2: “I just don’t have time!” — John Brown
8. 5 Relationship Building Techniques That Lead to Better Prospects
Prospecting is a gruelling, tiring activity for any sales pro, but it’s a necessary one. So it’s crazy that many salespeople don’t even put in the effort that’s needed to generate qualified leads for their companies. — Jaxson Khan
9. What to Do When Someone Says Your Fees Are Too High
You first have to ask yourself the honest question: Are your fees too high? If the answer is NO, then you have a great opportunity to share your “Value Conversation.” — Maribeth Kuzmeski
10. Every Decision That a Potential Client Will Make About Their Money Comes Down to...
When it comes to advising clients to change course or do something new we should remember the reasons why people buy anything, including “advice”. — Tony Vidler
11. How "Alternative Beta" Can Be Used to Analyze Hedge Fund Returns
As the concept of beta has transformed markets, powering the phenomenal rise of passive investing, ongoing research has extended its application. “Alternative beta” can be used to analyze hedge fund returns, shedding light on the formerly obscure and proprietary factors behind hedge fund performance. — Yazann Romahi