Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Are the Tariffs Taking a Toll on China? Don't Get Stuck With a Bad Annuity Things We Don't Talk About Do You Understand the True Value of Advice? MyPerfectFinancialAdvisor and Why I Started It What You Need to Know About Senior Isolation Transitioning from Business Ownership to Retirement What is a Captive Insurance Agent Please Don't Buy the Dip in Nvidia or Other Chip Stocks 3 Ways to Distinguish Yourself as an Advisor Using Only Your Blog What It Means to Become Real Innovators Junk in the Trunk: The Story of Today's Bond Market Two Lenses, One Vision: Investing for LGBTQI and Gender Equity 10 Tips For Recruiting Financial Advisors The Secure Act and Retirement Accounts Aligning Global Goals and Investment Analysis Clients Lie ... to Their Advisor and to Themselves Why Blue-Chip Dividend Stocks Aren't as Safe as You Think How to Build Client Memories When It Matters Most This Is Why Sometimes I Really Hate Salespeople How to Handle the Next Recession — That May Have Already Begun It's Time to Stop Chasing the Iron Rabbit How Machine Learning Improves Businesses Already Weak Pound Will Fall Further If Boris Johnson Is Prime Minister 4 Questions That Will Help You Reach Your Financial Goals Wealthy Investors Prefer Not to Get Inheritance Advice Do Local Real Estate Markets Matter More Than the National Stock Exchanges? Recession Is a Psychological Thing: It Will Happen When We Say It Happens What to Do If You Have a Toxic Colleague? Trump's Tea with the Queen? His Multi-Front Trade Wars Are More Controversial The “Warren Buffett Approach" as a Sales Pitch? Innovation Is About Harnessing the Gifts God Has Given You Brace Yourself: 401k Changes Are Coming Britain's Three Lost Years on Brexit Won't End on Halloween How Digital Technologies Will Shift Human Capital Why Benchmark Tracking is Broken How to Keep Alexa Secure at Home The Future of Fiduciary is not Fiduciary How Good Company Culture Can Go Bad Financial Interdependency: You are Not Alone Small-Town Lessons on Relationship and Business Reputation The Unintended Consequences of High Taxes on the Rich Buy and Hold Is Much Harder Than It Sounds Methods That Can Help International Employees Adjust To Life In Your Business How to Explore Your Relationship With Money How to Deepen Relationships with Centers of Influence How To Earn More Cake (And Fewer Crumbs) With Authority 5 Tips to Plan for Retirement in 10 Years or Less This Ultimate Formula Will Help You Avoid Dividend Cutters What Do People Who Are “Not Like the Others" Do? Trending 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 Healthcare Investing Is Entering a New Era 90-Day Lead Nurture Strategy Advisors Can Use To Turn Prospects Into Clients What Are the Tax Implications of Selling a Business? ⇤ « 110 111 112 113 (current) 114 115 116 » ⇥ 113 / 197