Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The Sentiment Data That Cried Wolf The Power of Rock Bottom: Turning Setbacks Into Strength How to Price Subscriptions for Your Practice How To Work With a Marketing Agency Health Savings Accounts Unlocking Tax-Free Growth Silencing Impostor Syndrome: Why the Voice in Your Head Is Wrong Is Now the Time to Recalibrate Your Life + Work? Why Smart Leaders Secretly Micromanage—and Win The Fatal Flaw No One’s Talking About in Today’s Tariff Strategy Risk Isn’t the Enemy Anymore—And Your Clients Know It Great Leaders Manage Through Chaos High-Stakes Conversations: Wisdom That Guides When It Matters Most Is Social Security a Scam? Here’s the Real Story Can Tesla Recover From Its Reputational Damage? How Open-Minded Leaders Drive Growth and Innovation Why Apollo’s Chief Economist Sees a 90% Recession Risk 4 Proven Ways to Build Mental Toughness and Stay Calm Under Pressure The Solo M&A Myth: Why Going It Alone Costs You More Than You Think 7 Proven Strategies to Keep Your Business Thriving in Uncertain Times 4 Time-Saving Habits Executives Use to Work Less and Achieve More Break the Loop: A 5-Minute Reset That Gets Teams Unstuck Is Speed Undermining Your Influence? The Perils of Fast Talking Making Room for Nature Stand Out or Fade Away: Proven Strategies to Differentiate Yourself A Story of Titles, Monkeys, and Steve Martin Unseen but Critical: How Self-Awareness Shapes Great Leaders Buy the Dip? The Rewards and Risks of Contrarian Investing Lead Yourself First: The Inner Journey of Entrepreneurial Success The Power of Brevity: Say Less, Influence More Tariffs and Inequality: Who Really Pays the Price? Detecting the Universe’s Secrets: The Work of Lawrence Sulak Billionaire Values: Who’s Saving the World — And Who’s Not Even Trying? The Critical Moment to Trust Your Good Habits — Why Now Matters More Than Ever The 3-Point Power Play Every Entrepreneur Needs to Win Big History Rhymes — Are You Listening? Timeless Patterns in Investing The True Test of Behavioral Finance: Coaching Clients When It Counts Around the Corner or Overblown? Breaking Down Recession Fears The Productivity Power of Getting Lost in Time What Good Is a Story Without a Moral to the Story? Are Your Employees Driving Growth or Draining It? My Best Advice to Career Changers Market Volatility’s Real Threat: Your Own Reactions Time To Burn Down What We Know About Burnout Tariff Troubles Decoded: Your Burning Questions Answered Is a Market Meltdown Ahead? Here's Why We're Not Panicking Staying Competitive: How Niche Managers Can Thrive in a Consolidating Industry From Boom to Turbulence: Why Tariffs Are Rocking the Markets What’s Fueling Market Chaos? A Deep Dive into Tariffs and Economic Shocks Make Recessions Great Again? Market Turmoil: Why Sometimes the Smartest Move Is No Move at All Trending Chip Wars: What U.S. Export Controls Really Mean for Your Portfolio What McDonald’s and Starbucks Are Telling Us About Consumer Confidence AI, Integration, and Innovation at Envestnet With Chris Todd Port Plunge Panic? What the Headlines Aren’t Telling You Google Buys Wiz for $32B – What It Means for Investors Volatility Hits Munis: What Rising Swings Mean for Bond Investors The One Business Ritual That Reignites My Creativity Every Year How To Turn Tax Planning Into a Growth Strategy That Attracts and Converts Clients ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 183
