Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Advice: Big Box Shop or Private Firm? A Critical Examination of Bullsh*t A Leader’s Guide To Managing Burnout The Widow’s Penalty: Why Tax Planning Matters Four Unstoppable Trends Are Chasing the Financial Industry at Its Zenith – Look Out Why Don’t People Relocate for Lower Cost of Living? Has Your Leadership Hit a “Blip” in the Road? Don’t Fall Prisoner to ‘More’ Ideology Should I Roll Over My Retirement Account to an IRA? Awakening to War: A Wake up Call How to Not Become an A**Hole on Your Climb to the TOP The Artificial Intelligence of Things Israel-Hamas War Spooks Markets as Investors Urged To Avoid Knee-Jerk Biden Has Been Running Surpluses, Not Deficits The Art of Radical Listening Monte Carlo: A Measure, Not a Goal Advisors Should Enlighten Clients to HSA Benefits Feelings About Student Loan Forgiveness Are Complicated Unleashing Human Intelligence The 6 Biggest Mistakes DIY Investors Make and How To Avoid Them What Does Fear Have To Do With It? 12 Provisions in Your Last Will & Testament That You May Need ING Trusts and IRS Scrutiny: Risk vs Benefit Everything You Want Costs Something The Gravitational Pull of Business as Usual On Living Beyond Fear Play by the Rules — How Does This Apply to Your Wealth? Managing Your Finances Through Widow’s Fog Fed up With the Federal Reserve? Data Can Help Advisors Need to Leverage Experience Economy Great Leaders MOVE Energy. Do You? The Hidden Dangers of Free Investment Dinners Are You Having Trouble Saving Money in This Environment? Feel Like Running Away? Then Do the Opposite. Let’s Instill Kindness, Grit, and Learning The Illusion of Control Five Reasons To Add Playfulness to Your Leadership AI’s Role in Shaping Our Tomorrow: What's Next? Bringing Buddhism, Mindfulness, and Self Evaluation To Personal Finance Are Mental Health Days a Solution for Burnout? Can You Be Successful and Happy at the Same Time? A Retirees Take On Charitable Giving The Instacart IPO: Putting the (Insta)Cart Before the (Grocery) Horse What if Age Is Just a Number? Advisor Compensation: Transparency, Conflicts, Relationships, and Future of the Industry The Financial Riddler: Five Questions Is Health Care Spending Slowing Down? Thinking Like a Futurist Investing Is Half Mathematics, Half Shakespeare Choosing Optimism in the Polycrisis Era 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 ⇤ « 31 32 33 34 (current) 35 36 37 » ⇥ 34 / 199
