Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Power, Pressure, and Pom-Poms: What the Dallas Cowboys Cheerleaders Teach Us About Leadership Stop Chasing Clients: Build a Referral Engine That Brings Business to You Is the 4% Rule Outdated? If Your Product Is for Everyone, It’s for No One: A Branding Wake-up Call The Death of the Innovation Lab – And the Birth of a Hive Mind Globalization Isn’t the Problem—Capital Ownership Is Can AI Feel Shame, Empathy, or Trust? Why Coaches Still Matter in the Age of Tech The September Shift: 5 Ways To Reignite Your Leadership Journey If Your Title Disappeared Tomorrow, Would Anyone Still Follow You? The Art of the Takeback: How To Reverse a Proposal You Shouldn’t Have Sent QCDs: The Little-Known Tax Move That Supercharges Charitable Giving The Death of Civility: How Politeness Is Penalized in Today’s World Think Your Business Is Worth More? Here’s Why Buyers Disagree Reinvention After 50: What’s Next for Your Life, Work, and Legacy? Stand Out or Stay Average: The Bold Path to Extraordinary Success How Reese Witherspoon Turned a Book Club Into Hollywood’s Smartest IP Machine Hands-Off Leaders: Are You Helping or Hurting Your Team? Blindsided in a Meeting? 6 Leadership Shifts To Regain Control and Respond With Strength This Isn’t Just Wine Country—It’s a $10 Million Rural Revolution Why Taxing the Rich Won’t Fix What’s Broken in America Resilience: The Silent Force Behind Thriving in Tough Times The 5-Word Question That Instantly Aligns Any Team 73% of Customers Buy Based on Experience—Here’s How One Casino Turned That Into a Strategy Capitalism, Socialism… or Something Worse? The Rise of Coerced State Capitalism in America The 5-Step Leadership Framework That Turns Uncertainty Into Clarity Love Him or Hate Him, Kevin O’Leary’s Advice Hits Different Why ‘It’ll All Work Out’ Is the Most Dangerous Thing a Leader Can Say Why ‘Dumb Rules’ Are Killing Your Business (And How To Stop the Bleeding) Gen Z Surprises: Career-Driven, Cautious on Crypto, and Measured on AI Why the Quietest Person in the Room Leaves the Loudest Impression You’re Not Losing Clients Because of Price—It’s Your Message Financially Free Teams Build Stronger Companies — And a Stronger Nation The U.S. Government Just Took a 15% Cut of AI Chip Sales — Is This the New Normal? The Performance Myth: When Metrics Undermine Mission FOMO, Fed Moves, and Cracker Barrel: A Week of Sharp Market Questions Is Your AI Helping Customers—or Just Making You Faster and Colder? What a 19th-Century Hotel Can Teach You About Timeless Brand Loyalty Self-Confidence Isn’t Just a Feeling—It’s a Competitive Edge 5 Writing Rules From a Netflix Legend That Will Make Your Words Stick How the Most Loved Brands Build Loyalty, Culture, and Growth That Lasts Why Most Financial Advisors Fail—and What the Top 1% Do Differently Laid Off? Here’s What To Do Next With Your Severance, 401(k), and Stock Options Caught off Guard in a Meeting? Here’s How Emotionally Intelligent Leaders Respond Big, Bold, and Regulated: Why Nigel Green Sees Compliance as a Competitive Edge The Real Problem With Communication? We Measure It Backwards Google’s Data-Backed Truth: Great Managers Don’t Need Industry Experience The Silent Squeeze: How 50 Years of Policy Failed the Young and the Working Class When Supply Outruns Demand: Will AI Leave Us All Out of Work and Out of Options? Why Great Leaders Don’t Decide Alone: The ASK Method for Better Decisions How AI Enhances Net Present Value Accuracy Trending The Retirement Risk Few Advisors Talk About: When One Spouse Retires First 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 ⇤ « 9 10 11 12 (current) 13 14 15 » ⇥ 12 / 199
