Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The Legacy Phase: How to Build a Business That Outlives You Why Millionaires Obsess Over Risk More Than Returns The Myth That Charity Can Replace Government Stop Fact-Finding. Start Getting Clients Organized. The Most Important Financial Conversations Happen Here The Fear Behind Michael Jackson’s Extraordinary Life Your Reputation Is Everything. Do You Know Who’s Shaping It? Are People Search Sites Legal and Safe to Use? Forget Best Practices. Create Next Practices The Trapped Advisor: How to Beat FINRA’s Strict Expungement Deadlines I Left Corporate. I Don’t Regret It. I Still Miss It. Your Personal Brand May Now Be Your Most Valuable Asset Healthcare Prices Have Nearly Doubled the Inflation Rate. Here’s Why Your Team Isn’t Resisting Change. They’re Exhausted From It. Food Inflation Starts Long Before You Reach a Grocery Store Has Financial Disclosure Reached a Breaking Point? Your Brain Is Wired To Make Investing Harder Than It Should Be Clients Don’t Pay for Agreement. They Pay for Judgment. Sorting News Nois’ From Real News Is What Separates Good Advisors The Leadership Lie That's Driving Burnout: "I Have to Do It All" Costco Looks Fully Stocked. Food Security Tells a Different Story. Your Doctor Was Never Meant To Fix You Career Growth Starts With One Move Most Professionals Never Make Communism Won’t Destroy Your Portfolio—Corruption Might 25 Ways To Beat Ageism and Become Every Employer’s First Choice Trust Is Built Through Action, Not Crisis Statements You Built a Successful Advisory Firm. So Why Does It Feel Empty? Your Business Grew. Did Your Leadership? Protein Innovation Could Do for Meat What It Did for Potato Chips One Summer Project That Could Save Your Family Years of Stress Advisors: Claude Can't Pass an SEC Audit You’re Not Missing Wealthy Clients. You’re Missing Their Trusted Circle. When Your Biggest Investment Becomes Your Biggest Risk The Bear Pit: The Leadership Exercise Most CEOs Are Afraid to Try 5 Economic Trends That Can't Continue Forever—and Why Investors Should Care Want a Higher Valuation? Start Thinking Like a Buyer Your Best Strategic Thinking Needs More Than Time Working Harder Won’t Fix Your Team Until You Untie This 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 Trending The Stock Market Is Seducing You to Take More Risk. Don’t Fall for It Bonds Take the Spotlight as Yields Surge Why Millionaires Obsess Over Risk More Than Returns A 5% Bond Yield Isn’t a Crisis. It’s a Return to Normal TIPS Are Paying 3% Above Inflation. Is That Better Than Stocks? 3 Hard Truths Keeping Advisors From a $1 Million Business Beyond 60/40: Using Capital Efficiency To Unlock Diversified Drivers of Returns Clients Don’t Want Another Financial Advisor. They Want Someone Who Gets Them. ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 198
