Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Stop Waiting. The Perfect Time Is Never Coming. Want To Be a Thought Leader? Start by Finding Your Expert Archetype Why Great Leaders Don’t Wait for the Right Decision—They Commit To Making It Right Why Emotionally Intelligent Leaders Outperform—and How To Become One From Protest to Purpose: How To Inspire Change That Actually Lasts Attention Is Easy. Influence Is Earned. What Killed Kodak, Blockbuster, and Nokia? The Same Thing That’s Killing Your Business Forget Forcing Change: Use Storytelling To Spark Curiosity and Commitment in Your Team Lead Above the Weeds: The 5-Step Strategy To Reclaim Your Time and Amplify Your Impact Big, Bureaucratic, and Broken? The Real Reason Innovation Dies After Mergers Inside the Bell Curve: 10 Reasons People Choose the Crowd Over Greatness Why Staying Silent in Executive Meetings Is the Fastest Way To Become Invisible Who Can You Trust in a World of AI, Outrage, and Misinformation? In Uncertain Times, Be the Lifeguard: How To Lead, Adapt, and Stay Afloat in Business Today Does AI Influence Humans To Transform Their Personal Agility? Why Method Matters for Consultative Advisors AI Can Scale Your Brand—but Only Humans Can Make It Matter Breaking the Silo Mentality: Why Community Is the Most Powerful Unit of Change To Hug or Not To Hug: A Guide for the Conflicted Professional The Hardest Transition: Why Succession Planning Hits So Close to Home The 302% Strategy Beating the Market Without Emotion or Guesswork The Wall Street Journal's Columnist Holman Jenkins Has Seen It All — And Says We’ll Be OK The 6 Leadership Mistakes Even Great Managers Make (And How To Avoid Them) The Great Market Illusion: Why Stocks Keep Rising—and Why That Might Be a Problem What Your Worst Clients Are Trying To Tell You (If You’re Willing To Listen) Gen X’s Latest Concern: Social Security Availability The Olive Branch Illusion: What J.K. Rowling’s Viral Thread Reveals About Broken Trust Dedollarisation? Not So Fast—the U.S. Dollar Still Owns 90% of Global FX Why Telling the Ugly Truth Might Make People Like You More A Government Without a Blueprint: How Budget Avoidance Fuels Fiscal Chaos How Can We Create Systems Where Knowledge Becomes Contagious? The New Tariff Reality: How Trump’s Trade War 2.0 Is Reshaping Global Business Why Detroit Lions Game Day Feels Like a Citywide Revival Coffee + Protein = Goldmine. So Why Did Starbucks Botch the Launch? To Stand Out, You Must Opt Out: Escaping the Trap of Average Why Fear—Not Strategy—Runs Most Boardrooms (And How To Lead Beyond It) The One Leadership Challenge That Could Shift Your Entire Day—and Everyone Around You What Trump’s Greenland Gambit Taught Us About Ownership, Identity, and Power Don’t Let Emotions Hijack the Meeting: 5 Ways To Lead With Clarity, Not Conflict The Double-Edged Sword of Looking Young in Business The 6 Traits That Set Star Financial Advisers Apart—and Why They Matter More Than Ever How To Align Advisor Compensation With Business Growth Goals How To Build a Courageous Culture When You Can’t Afford To Get It Wrong Feeling the Weight of Leadership? Try SMILES Instead Three Trends To Watch From Future Proof Festival Good Advice Isn’t Enough Anymore: Why Advisors Must Learn To Sell—Especially to Women Have We Lost the Ability To Do Big, Local Things? Reclaiming Community Power in a Centralized World Build Clients or Build Capacity? How To Use Coaching and Consulting To Grow Smarter How Financial Advisors Can Help Navigate Your First IPO Want To Win Female Clients? Stop Leading With Your Credentials Trending Treasuries Didn’t Fail. Investors Misunderstood Risk. Financial Advisors Are Missing Biggest Growth Opportunity in Plain Sight Should Financial Advisors Be Advertising on ChatGPT? We Spent $700 to Find Out Clients Will Pay for Advice. Just Not What Most Advisers Think You Built a Successful Advisory Firm. So Why Does It Feel Empty? The AI Selloff Is Back—And Investors Are Making the Same Expensive Mistake Again The AI Capex Bill Comes Due Stop Building Systems for Perfect People ⇤ « 7 8 9 10 (current) 11 12 13 » ⇥ 10 / 198