Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. 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 What a $200 Oil Shock Could Mean for Stocks, Bonds, Inflation, and Your Retirement Why Great Leaders Learn What Not to Carry Most Leadership Problems Begin With Conversations, Not Strategy Your Business May Not Need Fixing. Your Perspective Might FBI Lessons on Emotional Intelligence Every Leader Should Know 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 Trending Why Stocks Keep Rising Despite War, Inflation, and Higher Rates What the Doctor Who Earned Your Trust Did Differently Fast Growth Can Be a Trap. Healthy Growth Builds Great Companies. Why Your AI Content May Be Working Against You Can Your Best Client Explain What You Actually Do? Family Wealth Is Built on Conversations, Not Just Investments AI Is Replacing Search: Will Your Advisory Firm Be Part of the Answer? Is Your Sales Team Underperforming...or Is Leadership ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 197
