Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. How Can We Protect Our Reputations? Accounting and Financial Reporting in 2018: What You Need to Know Mortgage Strategies for Self-Employed Home Buyers The Current Public View of Aging All You Need Are the Clues to a Great Financial Plan 4 Great Techniques to Increase Your Comfort Level on Stage Is Your Customer Experience Agile Enough? Is Your Financial Advisor Working in Your Best Interests? Here's How to Make Your Charity Dollars Count Under the New Tax Law When It's Time to Replace a Legacy Employee Get Prepared for GenZ and an AI World The Frontline of Any Organization Is the Key to a Successful Strategy Here's What to Think About Before Retirement Why Investors Should Order the Pot Pie Instead of Pot Roast 5 Best Practices for Effectively Managing Foundations What the Year of the Dog Might Mean for Your Finances How to Become Financially Knowledgeable and Independent How to Monitor Your Financial Plan Estate Planning After the Recent Tax Law Changes Does Your Financial Future Line up With Your Beliefs? 10 Reasons You May Love Being Retired Tax Changes Have Made 529 Accounts a Valuable Option for Parents Sharing Is Caring: a Call to ‘Blaze It Forward' Are You Training for The Reality That Everyone Has a Platform? Do the Single and Aging Have Different Needs Than the Partnered? 5 Business Lessons From Behind the Wheel Why Estate Planning Will Always Be Important Kindness as the Most Important Productivity Enhancement The Impact of New Tax Law Changes The Benefits of Recent Stock Market Volatility Don't Leave Thousands in Social Security Survivor Benefits on the Table What You Need to Know Now About the Changing “Kiddie Tax" A Conversation With a Nervous Investor 8 Actions to Turn Your Marketing Team Into Achievers of Remarkability Do You Need a Financial Advisor? Help Yourself to Help the Poor and the Planet How to Consume More in the Future Impact Investing Success Story: Estée Lauder and Investing in Gender Equality 3 Tough Money Conversations to Have With Your Significant Other 5 Primary Factors in Determining When to Take Your Social Security Customer Centricity is MORE than Customer Experience Three Key Principles for Customer Satisfaction Should You Borrow from Your 401(k)? How the Four Cs Can Help Every One of Us Take on New Challenges The Powers and Limitations POA Documents Give Advisors: Consider a Different Path – the Guru Path Ready for Financial Freedom? Start With a Budget! Four Ways to Financial Well-Being in the Age of Blame If Your House Was on Fire ... and You Had Five Minutes ... Where Should You Invest Now? Trending Why Market Shocks From Washington May Outlast the News Cycle Why Secondary Meetings Are the Untapped Goldmine for Financial Advisors How a New Era of Client Engagement Is Transforming Financial Planning The Real Cost of Women’s Health: An Invisible Tax We’re All Paying “Hopeium” Is the Most Dangerous Drug in Selling Is the Market Warning Us? Decoding the ‘Sell in May’ vs. ‘Dull Tape’ Dilemma What’s Really Changing in Retirement Policy? Key Insights Unlocked Customizable Rules: The Flexibility Your Compliance Team Needs ⇤ « 121 122 123 124 (current) 125 126 127 » ⇥ 124 / 184
