Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. When Your Tribe Starts Thinking for You Networking Matters More Than Ever. So Why Does LinkedIn Feel Like a Sales Funnel? Why Financial Advisors Practice Their Golf Swing More Than Their Value Proposition Why International Investing Is Important Are You a Great Financial Advisor—or a Great Businessperson? Know These 5 Numbers Why Clients Really Leave Their Financial Advisors—and It’s Not Fees The Trust Tax: Why Expertise-Led Firms Need to Build Authority Before the Sale The Freedom Flywheel: Connecting Life Clarity to Enterprise Value The Advisor Dependency Trap: Why Great Client Service Shouldn’t Depend on One Person He Kept Overdrawing His Account. The Real Problem Had Nothing to Do With Self-Control. If You Offer Comprehensive Advice, Can You Prove It? Can You Explain What You Do in 8 Seconds? Here’s Why It Matters 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 Trending 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 Networking Matters More Than Ever. So Why Does LinkedIn Feel Like a Sales Funnel? ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 199
