Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Financial Advisors: You Can Protect Your Clients With Dementia and Protect Yourselves Does Your Advisor Have the Skills and Willingness to Act as a Consigliere? Today's Investment Solutions and Markets Require a Change to How We Make Decisions Aging: 4 Steps to Walking a Smoother Path Toward the Inevitable Life Insurance for Your Mortgage? 3 Reasons Why a Financial Advisor is Integral to Financial Success Are Advisors Miscalculating Retirement Medical Costs? Why Financial Education Must Start at Home—but Often Doesn't Advisors: Never Assume Your Clients Are "Finished" With Their Grief Are You in a Distancer-Pursuer Relationship? 8 Ways to Get Out The Automotive Industry Is On The Threshold of Massive Consolidation What's Your Magic Number for Retirement? The Discrepancy Between a Senior's Earnings and Expenses The Future of Work in the Freedom Economy Our Economic System Isn't as Broken as Some Would Have Us Believe Can Real Estate Be Your Retirement's Secret Weapon? These Market Highs Won't Last Long Your Money Mistakes Can Still Pay off, If You Learn From Them Finding the Soul of the Spectacle Technology and Customer Experience: The Age of Wisdom and the Age of Foolishness Most Americans Fail FINRA's Basic Financial Literacy Quiz The Most Common Errors Made in Business Digital Transformation 12 Reasons Sales Must Change To Survive Do You Have a Long-Term Game Plan for Handling the Inevitable? The Key to Avoid Fights About Money to Save Your Marriage Is 'Making Money Matter' in an Era of Crisis? Do You Have Boomer Clients? Don't Over Look This Important Financial Advice Boomers: 5 Steps to Take Right Now to Ensure a Happy Life 2.0 Don't be Insecure! How to Confidently Manage People Older than You High Yields: How to Satisfy Investors' Appetite for Income Bitcoin: A Significantly Investable Asset The Unintended Consequences From the DOL Fiduciary Rule 6 Value Lessons Learned During the First Three Years in Business From Intern to Employee: The Perfect Time to Consider a Long-Term Financial Plan Why You Need to Discuss Money Before Saying, 'I Do' Estate Planning: Are Your Assets Naked or Protected? Does FOMO Strike You? How to Fend off the Urge Intelligent Customer Touchpoints: What Are They and Why Do You Need Them? Clear Trends Developing on Active and Passive Management Styles The Employee or the Customer: Which Should Come First? What Leaders Can Learn From The Wonderful Wizard of Oz Is "Retirement" the Only Answer? Take Time to Rethink the Possibilities How to Have the Credit Card Talk Before Sending Kids off to College Are You Financially Fit? How to Get Your Mindset Into Shape The Election-Year Stock Market Planning for the Present The Future of Social and Messaging Apps: Predictions for 2020 How A Fear of Commitment Keeps You Stuck Please Don't Hire Donald Trump to Manage Your 401(k) Some of the Products That I Love Trending How Advisors Can Improve Communication With Clients Tying the Knot a Second Time? Talk to Your Advisor A Nuanced Macroeconomic Approach To Investing A Lesson in “Time Frame” Investing Enhancing Advisor Digital Marketing for Better Business Owner Engagement Seven Critical Considerations Selecting a Private Equity Manager Just a Correction, or Is the Bull Market Over? How Lincoln Financial Group Annuities Can Help With the Cash Conundrum ⇤ « 136 137 138 139 (current) 140 141 142 » ⇥ 139 / 173