Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Most Team Performance Problems Start at the Top Why Your Brain Won't Let You Sleep (And the Simple Technique That Finally Worked) Insect Protein Could Be a Pandemic Risk We’re Overlooking Six Life Trade-Offs That Shape Your Future Curiosity Is the New Competitive Advantage Strategic Judgment Is Becoming Leadership’s New Superpower Most Leaders Need One Thing They Rarely Have Family Wealth Is Built on Conversations, Not Just Investments Every Family Fortune Has a Single Point of Failure “Be Customer-Centric” Isn’t a Strategy The One Thing You Should Never Forget About Yourself Most Brands Aren’t Losing Customers. They’re Losing Relevance What a $200 Oil Shock Could Mean for Stocks, Bonds, Inflation, and Your Retirement Why Great Leaders Learn What Not to Carry Most Leadership Problems Begin With Conversations, Not Strategy Your Business May Not Need Fixing. Your Perspective Might FBI Lessons on Emotional Intelligence Every Leader Should Know My Mom’s Cancer Forced Me To Ask Three Life-Changing Questions Is Your Pursuit of Wealth Costing You More Than Money? Dialing in the Right Mix of Warmth and Competence How To Face Fear Without Forcing Yourself Most Leadership Teams Avoid Conflict—and Pay a Bigger Price 90-Day Lead Nurture Strategy Advisors Can Use To Turn Prospects Into Clients Most Leaders Never Reach Their Potential Until They Change This Mindset Is Your Business Facing a Problem or a New Chapter? A Week Offline Made Me a Better Advisor 250 Years Later, America Still Faces Its Oldest Enemy Real Cost of Selling Your Business Has Nothing To Do With Price Most Valuable Asset in Your Portfolio Isn’t Money The Boiling Frog Myth Is False. The Lesson for Advisors Is Absolutely True. Why Some Businesses Sell Fast—While Others Never Find a Buyer The Best Advisors Don't Share the News—They Shape the Narrative What America’s 250th Anniversary Taught Us About Wealth, Legacy, and Long-Term Thinking Skyrocketing Beef Prices Point to a Much Bigger Food Supply Problem Why Smart Advisors Can Be Harder To Trust How To Thrive in a World That Never Stops Changing Time Isn’t Moving Faster. Your Mind Is Experiencing It Differently. Why the Best Financial Advisors Are Often the Hardest to Find Emotional Preparedness and the Fourth Gap in Exit Planning Oprah’s Most Powerful Lesson Had Nothing To Do With Success Character Reveals What Reputation Tries To Conceal The Myth of the Invisible Midlife Woman—and Why It's Completely Wrong Clients Don’t Need More Money. They Need Permission To Enjoy It. Storytelling Can Make or Break a Job Search—Are You Using It in the Right Place? How To Pivot With Confidence When Your Current Path Isn’t Working Messy Leadership: 7 Traits That Separate Great Leaders From Good Ones Our Food System Is One Crisis Away From Breaking One Leadership Decision That Transformed Two Struggling Franchises The Most Dangerous Assumption a Financial Advisor Can Make The CFP Board Has a New CEO Trending The Retirement Risk Few Advisors Talk About: When One Spouse Retires First The 10 Best Marketing Ideas I’ve Ever Shared for Financial Advisors More Information Doesn’t Make Investors Better. It Can Make Them More Confidently Wrong You Won the Most Trusted Advisor Seat. Don’t Give It Away. If Every Advisor Puts Clients First, What Makes You Different? AI Was Supposed to Kill Shopify. It May Make the Stock a Winner. The Free Consulting Trap That Costs Advisors More Than They Realise The Counterintuitive Truth About Giving Less in a First Conversation ⇤ « 1 2 (current) 3 4 5 6 7 » ⇥ 2 / 199
