Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. It's the Fiduciary Standard That Matters: NOT the Rule Goodbye to Financial Planning Titan, Richard Wagner Council of Leading US Economists Predict “Dow 50,000 during Trump" What You Need to Know About Accounting and Financial Reporting in 2017 Two Things That Minimize the Pain of Tax Time 70 Percent of Customers Are Lost From Neglect How To Deal With Life's Unexpected Moments 4 Easy Ways to AMAZE Your Customers How to Work a Room Legacy by Design, Not by Default How Much Retirement Income Will Aging Clients Need? How to Avoid Retirement Disaster The Value of a Fiduciary Advisor Reaches 4% in 2017 A Rate Hike from the Fed Doesn't Mean a Panic Hike for You The World Is Not Becoming Passive: It Is Becoming Active in a New and More Useful Way How to Implement a Formalized Referral Marketing Process Why Envy and Jealousy Can Actually Be a Gift Four Ways to Start Your New Job on the Right Foot The Best Salespeople Don't Sell. They Build Relationships How to Make People Remember You There's No Such Thing as an Unexpected Expense! Why I Never Wanted Another Client McMobile: Will McDonald's Mobile Strategy Kill the Drive-thru? Diamonds Are Forever, but Trade-Offs Aren't! The Power of Clarity and Its Impact 3 Tips for Enhancing Your Firm's Cybersecurity Readiness How to Prepare Your Brand for Unpredictability Can Trump Follow Reagan's Playbook? The Promise of a Better Future is in the Early Signs of Change The Truth About Hearing Loss: 48 Million Americans Suffer in Silence The Balance Between “Needs" and “Wants" Understanding ETF Liquidity and Trading How Does an Advisor Test for an Aging Client's Diminished Capacity? Is It Possible to Be a Transformational Advisor? Most Inheritances Are Gone Within 5 Years Due to Poor Decision-Making #Fintech Is Dropping the Ball When it Comes to Financial Literacy Can You Make Running Away to Sea a Permanent Move? How to Kill Creativity in 6 Easy Steps Don't Let Your Financial Differences Lead to Divorce Lessons From the Growth of Bottled Water Is the Trump Bump an Example of Irrational Exuberance? How to Have People Benefit from New Ideas How to Protect Inheritances and Gifts for the Divorcing Woman Capital Gains: The Long and Short of It 6 Money Hacks to Lighten Your Budget One Thing Advisors Should Avoid Doing in Retirement Planning What's Your Bucket List? Why Would a Seller and a Buyer Want to Do a Sale Leaseback? You Think You Had a Bad Day at the Office? An Advisor's Top 10 Investment Lessons Learned Trending S&P 500 Earnings Are 50% Above Trend. The Mean Reversion Risk Is Growing How Much Money Are Clients Spending on Subscriptions? The Fed Just Hiked Rates. Here’s Why It May Not Fix Inflation Digital Money Has No Borders. What Happens When AI Controls It? Stop Networking. Start Building Referral Multipliers. How to Become an In Demand Party Guest in HNW Circles Your Event Is Over. Your Marketing Shouldn’t Be. The Best Business Strategy Starts With What You Won’t Do ⇤ « 152 153 154 155 (current) 156 157 158 » ⇥ 155 / 199
