Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. 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 The Contract We Sign When We Bring a Dog Home 90% of Startups Fail—These 10 Moves Can Put You on a Different Path The Most Qualified Executives Never Get Board Invitations Consumer Sentiment Makes No Sense Right Now Attention, Not Worry, Is Driving Organizational Short-Termism You Carry a Narcissist Around Every Day What a 53-Year Championship Drought Can Teach Us About Resilience Ultimus 2026 Summit Review – The State of the Asset Management Industry 61% of Americans Share One Growing Concern The 14% Problem: Why Investors Should Stop Trusting Market Forecasts Most Workplace Conflicts Have One Missing Ingredient Don’t Let Success Talk You Out of Your Next Chapter Not Fitting in Could Be a Sign You’re Exactly Where You Belong Your Biggest Succession Risk Isn’t in the C-Suite Pressure Creates Diamonds—or Learned Helplessness The $12.7 Trillion Food Problem Nobody Is Pricing In Your Ethical Framework Is Becoming Critical Infrastructure Trending What No Follow-up Email Can Fix Markets Are Moving, but One Breakout Could Change Everything Should You Claim Social Security Early? What Retirees Need to Know Clients Don’t Refer Great Advice. They Refer Great Experiences. Before Taking More Clients, Measure These 3 Capacity Metrics Annuities Can Do More Than Create Lifetime Income Time Is Worth More Than Money—So Why Aren't You Investing Like It? Fee Objections Usually Aren’t About Fees ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 197
