Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Can Hypnosis Rewire Your Brain for Better Financial Decisions? 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Teach Us About Leadership Stop Chasing Clients: Build a Referral Engine That Brings Business to You Is the 4% Rule Outdated?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 Trending S&P 500 Earnings Are 50% Above Trend. The Mean Reversion Risk Is Growing How Much Money Are Clients Spending on Subscriptions? The Fed Just Hiked Rates. Here’s Why It May Not Fix Inflation Digital Money Has No Borders. What Happens When AI Controls It? Stop Networking. Start Building Referral Multipliers. How to Become an In Demand Party Guest in HNW Circles Your Event Is Over. Your Marketing Shouldn’t Be. The Best Business Strategy Starts With What You Won’t Do ⇤ « 9 10 11 12 (current) 13 14 15 » ⇥ 12 / 199
