Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The Heart of the Experience Professional Is Dave Ramsey Right About Retirement Planning? The Advisor's Role With Your Older Client's Successor Trustee 9 Keys to Help You Manage Post-Divorce Finances How to STOP Working and Retire New Job? It's a Great Time to Start Planning! The Proper Way to Retire Your Home A Definitive Guide to Special Needs Financial Planning How a Leader Can Really Engage People Walking The Tightrope Of Money Communications Is It Time to Prepare for a Bear? 5 Foreseeable Factors That Could Affect Your Retirement Roadmap Financial Planning and Legacy Parenting Five Ways to Improve Your Financial Decisions Does Your Financial Advisor Really Listen? When Customer Experience Apparently Has No Value Customer Loyalty is Not the Same as Repeat Business Optimism and 4 Things That Can Help Us All Age Healthier and Happier Where to Find Local Help About Elder Care Concerns Exploring the Dream of Retiring Abroad What Boomers Must Do at Work to Exude Energy 5 Financial Planning Concerns You're Forgetting About as an Entrepreneur What Does a Financial Planner Actually Do? 5 Facts You Need to Know About Social Security Your Money Life: Have A Plan-Work A Plan People Buy What They Crave NOT What They Really Need Why You Should Write Your Life Story Tips on How to Evaluate a CPA Relationship Bunch Deductions Into Alternate Years to Reduce Taxes 3 Things Every Advisor Must Do With Cognitively Impaired Clients Why Patient Investors Come Out on Top The Best Strategies for Giving to a Donor-Advised Fund Financial Peace of Mind: Are We There Yet? Is Growing Older Getting in Your Way? 5 Things You Absolutely Must Do to Be Customer-Centric How to Deal With the Quest for Perfect Life Happens! Make an Emergency Fund Your #1 Goal How to Get in the Right Mindset for Success The Confluence Between Health and Wealth How to Best Distribute Your 529 Plan Funds The #1 Problem With Your 401k How to Plan for the Risk of Diminished Capacity The Real Reason to Save or Spend: Tomorrow How To Make Employees Your Company Evangelists Living a Healthy Life in the Blue Zone 4 Ways Entrepreneurs Can Take Charge of Business and Personal Finances 5 Things You Should Not Do in the Name of Customer Experience Can This "Ask Culture" Be Truly Successful? How to Protect Your Financial Future by Handing Over the Keys to Your Kingdom Build Your Franchise by Documenting Your Processes Trending Are Financial Advisors Overwhelmed by Marketing and Neglecting Business Development? In Active ETFs, Dimensional Puts ‘D’ in Dominance Relationship Building Is Not Required To Make the Sale 5 Reasons Institutions Are Investing in Longevity-Oriented Investments Is Private Credit Growth Cannibalizing the High Yield Market? Is Buffett’s Cash Hoard a Market Warning? A Significant Wage Disparity Emerges Between the US and Global Competitors Five Key Questions to Ask Before Making a Private Market Investment ⇤ « 107 108 109 110 (current) 111 112 113 » ⇥ 110 / 174