Most Read Advisorpedia Articles of the Week: October 30-November 3

Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , October 30-November 3, 2017


Click the headline to read the full article. Enjoy!


1. 5 Marketing Tactics to Ignite Your Business


To stand out in an increasingly competitive marketplace, advisors need to be creative in their approach to finding and retaining clients. Here are a few marketing tactics you may not have come across that could help to ignite your business. — Don Connelly

2. Smart Beta: More Than Just an Investing Fad


Traditional market-cap weighted index funds have a long history and a place in many portfolios, but may be subject to limitations as investors look for more outcome-oriented approaches. To learn more about how investors can potentially benefit over the long run with Smart Beta ... — Mo Haghbin and David Mazza

3. Will You Motivate People with Carrots or Sticks?


There is an old saying in management that there are two ways to motivate people. Carrots, which motivate staff in a positive way, and sticks, which motivate staff in a negative way. — Timothy Hughes

4. For M&A Opportunities, All Eyes Are on Robotics & Automation


Mergers and acquisitions have a history of providing unique investment return opportunities to stockholders of companies that are acquired. Once a company becomes an acquisition target, it’s almost inevitable that its stock price jumps, often by as much as 20, 50, or even 100%. — Jeremie Capron

5. Answering the “So How Do You Get Paid?” Question


There is an effective way to talk about your fee structure! There are two components to the relationship you have with your clients and fees related to both. Be confident and stand behind your service. — Paul Kingsman

6. Should Investors Be Worried About a Pullback in Equities?


The S&P 500 is up over 10% this year, but the largest pullback we have seen has been a mere 3%. As a result, many investors are on the lookout for a correction in the equity market despite a healthy fundamental backdrop ... — David Lebovitz

7. Why So Many Mergers and Acquisitions Miserably Fail


Mergers and acquisitions are tough – that’s why so many fail; not because on paper they were not a sound business move, but because little or no attention was paid to the people involved in the M&A. — Hugh Massie

8. Three Questions You Must Answer to Define Your Uniqueness


The difference between a good (but not spectacular) professional and a truly magnificent performer is the ability to succinctly articulate what makes them special. — Tony Vidler

9. Managing Underperformance So It Doesn’t Manage You


Remember, if you truly care for your team members (and you should), it’s not fair on them or anyone else in the team to leave non-performance languishing and problems festering. — Suzi McAlpine​​​​​​​

10. 5 Reasons Clients Leave Their Financial Advisors


One of the biggest revelations of my life was that while I might not be able to directly control certain events, I could influence them. 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​​​​​​​

11. Are ICOs Replacing IPOs?


Bitcoin adoption could multiply the more people become aware of how much of their wealth is controlled by governments and the big banks. Frank Holmes