Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Understanding Luxury Goods as Financial Assets: Where Taste Meets Value Don’t Wait for Perfect Conditions: How To Lead and Act in Times of Chaos Beyond Inheritance: How Donor-Advised Funds Help Build Purpose, Identity, and Generosity The Longevity Era Has Arrived: How 100-Year Lives Are Reshaping Retirement Risk Why the Holidays Are the Best Time To Stop, Reflect, and Reset Why Modular Homes Make Financial Sense for Modern Investors Success Isn’t About Credentials. It’s About How You Show Up Why The Presidency Has Become So Weak — In Serving the Public The Hardest Part of Investing Isn’t Making Money—It’s Surviving the Bad Months The Real Lessons of 2025: AI Won’t Kill Your Career — Stagnation Will Pension Reform Is Stalling—Here’s Why Higher Standards Depend on Both Trustees and Regulators The Power of Mentorship in Advisor Success You’re Not Different Because of Your Style—You’re Different Because of What You Deliver Decentralisation Doesn’t Fail—It Gets Attacked. Here’s How To Disarm the System. Clarity Is the New Capital: The Hidden Barrier Holding Back Small Businesses The People Who Shape Great Leaders: What Your Journey Reveals About You How To Make Clients More Resilient: 3 Behavioral Strategies Backed by Neuroscience The Magic We Make While Falling Apart: On Boundaries, Burnout, and Being Human The $Trillion Truth: What Generational Accounting Reveals About America’s Unsustainable Future The Billion-Dollar Blueprint: 5 Proven Strategies That Turned a Startup Into a Giant The Communication Shift That Turns a Good Manager Into a Great Leader Stop Leading From Fear: The FAID Framework Every High-Performer Must Know Brilliance Isn’t the Issue—Behavior Is: How To Lead Without Becoming the ‘Brilliant Jerk’ Want Customer Delight? Start by Rewriting These 3 Internal Rules The Wealth Gap Is No Accident — It’s a Half-Century Policy Design The Rising Cost of Payment Fraud: What Financial Leaders Need To Prepare for in 2026 Want To Lead, Influence, or Inspire? Master These Communication Habits First The Ambition Critics Call ‘Unrealistic’: How Mamdani Challenges NYC’s Broken System Are Lifecycle Funds Helping Workers—or Setting Them up for Failure? How One Awkward Moment at a Conference Turned Into an Unexpected Career Win Stop Smelling the Fresh Paint: How Leaders Miss What’s Really Happening Is This 1929 All Over Again? Why Now Is the Perfect Time To Start Dreaming Again—at Any Age How Professional Certification Courses Are Reshaping the Future of Financial Careers How Conspiracy Politics Broke the DOJ — And What It Will Take To Fix It Trapped in Conformity Jail: How Your Brain Makes You Say ‘Yes’ When You Know ‘No’ Financial Aspects of Indonesian Tourism Boom: Insights Why Your Cash Cushion Never Feels Like Enough — And What You’re Really Chasing Why Warren Buffett’s ‘Goodbye’ Is a Masterclass in Leadership and Legacy The Only 3 Things That Truly Win Customers — And Most Companies Get Them Wrong Why Ken Burns Said ‘No’ to Millions From Netflix—and What It Teaches About Your Genius Zone Feeling Stuck in a Conversation? Use These 4 Reframing Moves To Shift Everything Why ‘Popular’ Advisor Communication Fails Clients—and What Actually Builds Trust Rethinking Affiliation: How Rossby Financial Returns Power and Profits to the Advisor Stop the Midnight Emails: The 10 Client Boundaries That Transform an Advisor’s Business Kindness Isn’t Soft—It’s Strategic: The Leadership Trait That Builds Stronger Teams and Deeper Trust The Untold Story of Project Nemo: How One Movement Is Redefining Inclusion in Finance Why Your Organization Needs a License for Heretical Thinking Why Your Team Is Stuck in ‘The Meeting After the Meeting’—and How To Break the Cycle IRS Delivers Rare Good News: Big 2026 Retirement Contribution Boosts You Need to Know 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 ⇤ « 6 7 8 9 (current) 10 11 12 » ⇥ 9 / 199
